Practice Snapshot
How I Help:
Legacy Planning
Wealth Management
Who I Help:
Familes
Individuals
Business Owners
About Me:
My diverse background in entrepreneurship, customer service, and business development influences every aspect of my role as a financial professional. Born and raised in South Hadley, Massachusetts, as the oldest of four siblings helped shape my sense of responsibility, leadership, and family values.
I began my journey at the University of Massachusetts, where I developed the foundation for my career in business and finance. After completing my studies, I took an entrepreneurial leap by operating my own painting business through Young Entrepreneurs Across America. In a single summer, I generated more than $130,000 in sales while successfully leading and managing my branch, gaining invaluable experience in leadership, sales, and business operations.
I later joined MassMutual as a Customer Service Representative at the home office, where I spent two years developing a deep understanding of client service and back-office operations. This experience gave me valuable insight into the financial services industry and ultimately inspired me to pursue a career as a financial advisor and insurance professional.
In addition to my financial practice, I am a co-owner of Prolines, a line painting company specializing in parking lot striping, athletic fields, basketball courts, and custom pavement artwork. This entrepreneurial venture allows me to continue building and growing a successful business while serving clients in another capacity.
Giving back to the community is important to me. Since 2023, I have proudly volunteered with the Travelers Championship, supporting its longstanding commitment to hundreds of nonprofit organizations each year.
Outside of work, I enjoy golfing, playing tennis and hockey, boating, and spending quality time with family and friends. I value building meaningful relationships both personally and professionally, and I bring that same commitment to every client interaction.
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A tailored approach
No two people are alike. Our process emphasizes what’s most important to you, and delivers solutions customized to your specific needs and goals.
Unique perspectives
By looking at things a little differently, we’re able to offer (and gain) the insights we feel are necessary to build understanding and trust.
Authentic relationships
Cultivating authentic relationships makes our work possible, not to mention worthwhile. We care, and it shows.