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

  • Wealth Preservation Strategies
  • Investments
  • Insurance
  • Estate Planning Strategies
  • Saving for Education

Education

  • MA Social Studies Teacher Education, Brooklyn College, Brooklyn, NY
  • BA History and Philosophy, The George Washington University, Washington D.C.

Previous experience

  • Licensed Customer Professional II, RiverSource, Minneapolis, MN, 2021 - 2024
  • Substitute Teacher, NYC Department of Education, Brooklyn, NY, 2021 - 2023

Interests

I am a lifelong seeker of knowledge. Whether the topic is financial, cultural, culinary, or quirky, I want to learn more about it. The only thing I love more than learning about various topics, is sharing the knowledge I’ve learned, which is why prior to finance I was an educator. In my free time, when I am not traveling—which I do as much as my schedule permits—I am either listening to podcasts or raising my chickens.