Our Team

I grew up in the Berkshires working in my family’s small local businesses, which shaped how I think about hard work, responsibility, and long-term planning.

After earning my B.S. in Finance with a minor in Management from Fairfield University, I returned home and began my career in wealth management. That foundation led me to eventually relocate to Boston, to begin my career as a financial advisor.

I work with individuals, families, and business owners on wealth planning and investments, helping them work towards their long-term goals.

I’m committed to building long-term relationships and delivering clear, personalized advice through every stage of a client’s financial journey

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