About Me:

My path to becoming a financial advisor has been shaped by two influences: a strong foundation in finance and a genuine desire to help people navigate life's most important financial decisions with confidence.

My degree in finance from Westfield State University provided the technical knowledge that continues to guide my work today, while my early career as a corporate financial analyst strengthened my analytical approach to financial modeling, strategic planning, and complex problem solving. I was most fulfilled, though, when I could connect directly with the people behind the numbers. That realization led me to financial services, where I have the opportunity to build meaningful relationships and help individuals and families create strategies that reflect what matters most to them.

Today, I work closely with clients to develop personalized strategies aligned with their goals and values. Whether they’re preparing for retirement, growing and preserving wealth, managing risk, or planning for future generations, our work starts with listening: understanding what matters most to each client, helping to simplify complex decisions, and creating thoughtful strategies that evolve alongside their life’s journey.

I live in West Springfield and remain committed to growing both personally and professionally so I can continue providing the highest level of guidance and service to the individuals and families I have the privilege to serve.

CRN202904-11683261