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
24
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
  • Wealth Preservation Strategies
  • Investments
  • Estate Planning Strategies
  • Saving for Education
  • Sustainable and Responsible Investing
  • Charitable Giving
  • Insurance
  • Social Security Retirement Benefits
  • Retirement Plan Distribution
  • Retirement Income Strategies
  • Tax Planning Strategies
  • Business Retirement Plans
  • Small Business

Education

  • Bachelor of Science in Finance, Central Connecticut State University

Awards & recognition

  • Ameriprise Ultimate Digital Excellence Award, 2022
  • Five Star Wealth Manager, 2014-2024

Community participation

Acts 4 Ministry Inc - I am actively involved in this amazing organization which provides children and families in the Waterbury area with beds and other basic necessities.

Mission Discovery - Each Summer I spend a week on a mission trip where we work with local churches to meet the physical and spiritual needs of the impoverished.

Walnut Hill Community Church - I am actively involved and lead the youth program at the Waterbury Campus where we help students develop a better understanding of who God is and who they are meant to be.

Interests

I love meeting with clients and building lifelong financial planning relationships.

When I'm not with clients, you can usually find me having fun outdoors on some kind of adventure with my family.

My photos

1 albums
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