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
37
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Family Finances
  • Estate Planning Strategies
  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Charitable Giving
  • Small Business
  • Wealth Preservation Strategies
  • Executive Compensation and Benefit Strategies
  • Retirement Income Strategies
  • Intergenerational Planning
  • Investment Management
  • Cash Flow Management Strategies

Education

  • BA- Public Administration- Stonehill College- 1987

Awards & recognition

  • Five Star Wealth Manager, 2021

Community participation

I have been actively supportive of underprivileged children who live with food insecurity throughout my adult life. I have previously held board positions with many organizations including: Save God's Kids and Wall Street Cares. My recent move to Florida has allowed me to start the search for ways I can continue this important work. If you know of any local organizations in Sarasota I should be connecting with kindly send me a message.

  • http://www.wallstreetcares.com/

Interests

Spending time with my 6 children

Golf

Fishing

Racket sports

Cooking

Sports events

Boating

Music

My photos

1 albums
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