I was once told that happiness is having something to look forward to.

Well, I look forward to helping families and individuals achieve their financial goals. I have been in the financial industry for more than 25 years and have been focused on consulting and advising boards, municipalities, businesses and individuals around personalized financial and investment strategies. I also enjoy educating clients by delivering practical and effective financial workshops and seminars.

The financial world can sometimes seem like foreign territory; I am committed to devote my time to understand what you’re working toward before you invest your money. I will work one on one with you to help determine the most appropriate financial strategy for you and your family.

In addition to being a financial advisor with Edward Jones, my experience includes having held several financial, product and leadership roles within the insurance and healthcare industries.

Over the years, my clients' investment knowledge has increased because of the time spent listening and discussing basic concepts. All questions are valued and acceptable to me.

I am a graduate of Sacred Heart University and hold a Doctor of Business Administration (DBA) in finance. I attained a Master of Business Administration (MBA) in management/finance from Rensselaer Polytechnic Institute and hold a Bachelor of Science in business administration (BSBA) degree in accounting from the University of Hartford.

I cherish moments like spending quality time with family. One of my favorite pastimes is simply taking a brisk walk to take in all of the beauty that the world has to offer.

Focus areas

  • Wealth Strategies
  • Estate & Legacy Strategies
  • Entrepreneurs & Business Owners
  • Domestic Partner Finances
  • Divorce Finances
  • New Investors

Office Information

Mailing Address

P O Box 85 Hebron, CT 06248

Office Hours

Office Hours
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 05:00PM
Fri 08:30AM - 05:00PM
Sat Closed
Sun Closed

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