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
9
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Cash Flow Management Strategies
  • Charitable Giving
  • Executive Compensation and Benefit Strategies
  • Business Retirement Plans
  • Family Finances
  • Estate Planning Strategies
  • Insurance
  • Intergenerational Planning
  • Investments
  • Retirement Income Strategies
  • Retirement Plan Distribution
  • Retirement Planning Strategies
  • Saving for Education
  • Small Business
  • Social Security Retirement Benefits
  • Sustainable and Responsible Investing
  • Tax Planning Strategies
  • Wealth Preservation Strategies

Education

  • M.I.M., Finance & Investments - IE Business School (IE University) - Madrid, Spain
  • B.A., Philosophy & Logic - Dartmouth College - Hanover, NH
  • H.S., Honors Diploma - St. George's School - Newport, RI

Previous experience

  • Ameriprise Financial, Private Wealth Advisory, Florida & Louisiana, 2018–Present
  • CIE (acquired by Apollo Global Management), Private Equity Research Associate, Las Vegas, NV, 2014–2017
  • Cantor Gaming (subsidiary of Cantor Fitzgerald), Business & Data Analyst, Las Vegas, NV, 2011–2013

Community participation

Our parent company Ameriprise Financial is actively engaged in strategic community initiatives and philanthropy. Worth noting, Ameriprise sponsors a generous Grant Making program. For more info on this dollar-for-dollar matching offer, visit www.ameriprise.com/about/community-relations/grant-making.

Apart from Ameriprise's efforts, our independent financial advisory group supports many charities, both on a firmwide basis and as individuals. On a personal level, the following causes are of particular interest:

Interests

  • Reading books/listening to audiobooks
  • Listening and recording podcasts
  • Standup comedy
  • Live sporting events and fights
  • Hanging out with dog Mojo Jojo
  • Travel with friends
  • Ballroom dance classes
  • Good bourbon
  • Attending jiu-jitsu classes for exercise
  • Tennis, table tennis, and golf
  • Real estate and participating in light construction projects
  • Flying sport pilot license

My photos

3 albums
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