Advisor profile


Personalized advice to help you achieve your goals

Your financial goals are unique, and I can help you achieve them. Together, we’ll document your goals, track your progress and adjust to whatever life brings — both the expected and the unexpected. With regular reviews of your goals, anytime access to your investments and digital tools to help you stay on track, we can help you feel more confident, connected and always in control of your financial life.

How to get started
13
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • APMA™ Accredited Portfolio Management Advisor™

Education

  • Bachelor of Science, Major in Finance, The College at Brockport - State University of New York, 2009
  • Masters of Business Administration, General Management, St John Fisher College, 2013

Community participation

We actively support and volunteer with Metropolitan Ministries of Pasco. We love being part of a loving and caring team of people that supports families in our local community. We love this organization because they help keep families together and obtain the assistance they need to improve their lives from food and shelter to education and occupational guidance.

  • Metropolitan Ministries

Interests

I love spending time with friends and family, mainly outdoors in this beautiful Florida weather! My fiance Mike and I love watching football, bike riding, going to the beach, and trying new restaurants. We also love to spend time with our two young nephews who we love to take swimming and play basketball with.