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

Interests

Born and raised in the Adirondacks, I’m glad to be back home after studying in New Mexico and Maryland. I spend much of my spare time reading. I enjoy psychological suspense novels, but I'll read any fiction or nonfiction that catches my interest. I love to learn. I share my home with two charming and chaotic cats, Teddy and Bucky. I love the long Adirondack winters, snowshoeing local trails, and gardening.

My photos

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