Team profile

What you can expect when you work with us

The right financial advice can help prepare you for whatever life brings — both the expected and the unexpected.

When you work with us, 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

  • Retirement Plan Distribution
  • Executive Compensation and Benefit Strategies
  • Wealth Preservation Strategies

Awards & recognition

  • Summit House Wealth Partners, Forbes Best-in-State Wealth Management Teams, 2024

Community participation

We actively support: Western Mass Food Bank, Multiple Sclerosis - New England Chapter, Cystic Fibrosis Foundation, Habitat for Humanity, Rachel's Table, Will Bike for Food, United Way, Special Olympics, Golf 4 ALS

Honored to Receive Recognition

It’s a privilege to help our clients and their families feel more confident and in control of their financial lives. Because of their loyalty, Summit House has been named to the 2025 Forbes Best-in-State Wealth Management Teams list. I’m so grateful for this honor, for my clients’ trust and for the dedication of our entire team.

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