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
25
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

Education

  • BS, Broadcast Journalism, Emerson College, Boston, MA

Awards & recognition

  • Halcyon Financial Partners, Ameriprise Client Experience Award, 2020 - 2023
  • Halcyon Financial Partners, Forbes Best-in-State Wealth Management Teams, 2023- 2025

Honored to be recognized in Forbes

I’m excited to share that Halcyon Financial Partners has been named to the 2025 Forbes Best-in-State Wealth Management Teams list. This list includes top teams from across the industry who are committed to helping their clients stay focused on their long-term financial goals. Thank you to our clients for trusting us with your financial futures. And thank you to my remarkable team – your dedication inspires me every day.

Community participation

Long Island Harvest

Long Island Cares

The Ronald McDonald House

Interests

I enjoy family trips to the beach, running into the ocean, traveling, working out and making pancakes for my kids on Sunday morning. 

My photos

7 albums
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