Advisor profile

What you can expect when you work with me

The right financial advice can help prepare you for whatever life brings — both the expected and the unexpected.

When you work with me, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress and investments.
  • Anytime access to your investments and digital tools to help you stay on track.

Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.

Get started
38
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Planning Strategies
  • Investment Management
  • Wealth Preservation Strategies

Education

  • Anna Maria College Bachelor of Business 1982

Awards & recognition

  • Five Star Wealth Manager, 2014- 2015, 2018-2019, 2021-2024
  • Centurion Wealth Management, Forbes Best-in-State Wealth Management Teams, 2023-2024

Previous experience

  • Shearson Lehman Brothers, 1987-1990
  • Merrill Lynch Pierce Fenner & Smith, 1990-2010
  • Wells Fargo Advisors, 2010-2018

Community participation

Silas Bronson Library - Treasurer and Board Member

Dora's Hope - Founder

Dora's Voice - Founder

Interests

I enjoy music, particularly classical and musical theater. Additionally, I enjoy working with Seniors and persons with disabilities and have advocated for many who have resided in nursing homes in the hopes of allowing them to return to the community.