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
23
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Investment Management
  • Retirement Income Strategies
  • Estate Planning Strategies
  • Wealth Preservation Strategies
  • Insurance
  • Saving for Education
  • Charitable Giving

Education

  • Bachelor's Degree, Finance and Psychology, Bridgewater State College, Bridgewater, MA
  • Juris Doctorate, Legal, University of Massachusetts School of Law, North Dartmouth, MA

Previous experience

  • Senior Vice President Investments, Wells Fargo Advisors, 2014-2023
  • Vice President Financial Advisor, Morgan Stanley, 2011-2014
  • Vice President Senior Account Executive, Fidelity Investments, 2001 - 2011

Community participation

Interests

Family, Volunteering, Traveling, Beach, Boating, Tennis, Climbing, Hiking, Skiing