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
4
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
  • Investments
  • Tax Planning Strategies
  • Insurance
  • Retirement Plan Distribution

Education

  • University of Connecticut; bachelor's in economics 2008

Previous experience

  • Bay State Financial, 2021-2022

Interests

I enjoy playing hockey for its fast pace and teamwork and golf for its focus and strategy. Both are great ways to challenge myself and connect with others.