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

Areas of focus

  • Sustainable and Responsible Investing
  • Investment Management
  • Family Finances
  • Cash Flow Management Strategies
  • Saving for Education
  • Estate Planning Strategies
  • Financial Strategies for LGBTQ Couples and Families
  • Retirement Planning Strategies
  • Charitable Giving
  • Retirement Plan Distribution
  • Intergenerational Planning
  • Insurance

Community participation

I worked with the East High School Lacrosse team in varying capacities for the last eight years. We were fortunate enough to win East's first ever High School Championship.

Interests

  • Hiking
  • Fishing
  • Skiing
  • Scuba Diving
  • Climbing
  • Golf
  • Lacrosse
  • Quality time with Family and Friends
  • Backpacking
  • Live Music