Advisor profile


Personalized advice to help you achieve your goals

Your financial goals are unique, and I can help you achieve them. Together, we’ll document your goals, track your progress and adjust to whatever life brings — both the expected and the unexpected. With regular reviews of your goals, anytime access to your investments and digital tools to help you stay on track, we can help you feel more confident, connected and always in control of your financial life.

How to get started
20
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
  • Saving for Education
  • Wealth Preservation Strategies
  • Cash Flow Management Strategies
  • Tax Planning Strategies
  • Investments
  • Insurance

Qualifications

  • Series 7
  • Series 66
  • Life, Accident & Health Insurance

Education

  • Bridgewater State College, BA, 2002, Bridgewater, MA

Awards & recognition

  • Ameriprise Client Experience Award, 2022

Professional associations

  • Boston Young Professionals Assoc.
  • Bridgewater State College Alumni

Community participation

  • South Shore Support Services
  • Children's Museum in Easton
  • Greater Boston Food Bank
  • Father Bills

Interests

  • Golfing
  • Traveling
  • Hiking/ Running
  • Playing Guitar