As a Financial Advisor, my team and I help individuals and their families simplify complex financial decisions into measurable, actionable steps, through planning and investment advice.
The foundation of our financial strategy begins with you and your goals, as we help our clients grow and maintain their wealth through customized planning. We foster lifelong relationships and have built our practice based on the trust our clients place in us. We believe we’re different in the way we approach your needs, foster your long-term aspirations and care about your day-to-day well-being. Our clients expect our best and our team-oriented approach allows us deliver excellent service.
On a personal note, I began my career in wealth management, upon graduating from Fairfield University. I enjoy spending time with my fiancé (and our French Bulldog, Reese,) our friends, and our families at our home in Connecticut. I am an athlete and an avid music fan. I still enjoy playing competitive sports and have seen more than 200 live performances.
My mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you'd like it to be tomorrow. I help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. My approach is to focus on potential solutions that can help turn goals into reality.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
