I have been blessed to enjoy a career that has spanned over 20 years in the financial services industry, including eight years working on Wall Street in New York, as well as being the CFO of a U.S. public company. 

I'm passionate about building relationships and making deep connections – understanding your life's goals and dreams, and helping you achieve them is my top priority.  I enjoy creating simple, yet effective, personalized strategies that can help address my clients' complex financial needs. I specialize in retirement planning, helping you save for your child or grandchild's education, estate and tax considerations as well as overall risk assessment. 

I graduated with Honors from Boston University, Boston, Massachusetts with an MBA degree in 2004. 

During my leisure time, I enjoy participating in community activities, such as local golf associations, soccer leagues and fishing tournaments.

If you are looking for a lifelong partner who can help you build the future you dream about give me a call.

Focus areas

  • Retirement Income Strategies
  • Estate & Legacy Strategies
  • Business Owner Considerations

My Personal Interests

  • Golfing
  • Soccer
  • Fishing
  • Hunting

Office Information

Office Hours

Office Hours
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 05:00PM
Sat Closed
Sun Closed
Email Me

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