Our Team

I grew up in the Berkshires, MA, working in my family’s small businesses from an early age. That experience shaped how I view hard work, responsibility, and the importance of long-term planning.

After earning my B.S. in Finance with a minor in Management from Fairfield University, I returned home to begin my career in wealth management. I joined an established team as a junior partner, where we worked closely with individuals and families on investment strategy and financial planning.

I eventually relocated to Boston to continue helping clients build and manage their wealth. I work with individuals, families, and business owners on investment management and financial planning, with an emphasis on retirement planning.

My approach is focused on making sure clients fully understand their financial plan and the decisions behind it. I prioritize transparency and building long term trust, while providing personalized guidance through every stage of a client’s financial life.

CRPC® | Series 7 & 66 | Life & Health Licensed