State
Connecticut
Description
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.
20 Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Areas of focus
- Investments
- Insurance
- Retirement Income Strategies
- Intergenerational Planning
- Retirement Plan Distribution
- Retirement Planning Strategies
- Saving for Education
- Tax Planning Strategies
- Family Finances
Qualifications
- CFP® or CERTIFIED FINANCIAL PLANNER® certification
- APMA® Accredited Portfolio Management Advisor™
- Series 7
- Series 63
- Series 65
- Series 24
- Life & Health Insurance License
Education
- State University of New York at Albany (SUNY) | 2006 | Bachelor of Liberal Arts
Awards & recognition
- PWI Wealth Partners, Forbes Best-in-State Wealth Management Teams, 2025-2026
- Ameriprise Circle of Success, 2019, 2021
- PWI Wealth Partners, Ameriprise Client Experience Award, 2020-2025
- Ameriprise Ultimate Digital Excellence Award, 2023
Professional associations
Previous experience
- Assistant Branch Manager | David Lerner Associates, 2015-2018
- Financial Advisor | David Lerner Associates, 2006-2015
Interests:
I enjoy fishing, playing guitar and spending time with my family.