Helping people make confident financial decisions is what drives my passion as a Wealth Advisor. I enjoy working with individuals and families to create financial strategies that reflect their goals, values, and vision for the future. Whether you're planning for retirement, growing your wealth, or preparing for life's next chapter, I believe every plan should be built around what matters most to you.
I earned my Bachelor of Science in Finance with a concentration in Financial Planning from Southern New Hampshire University. My approach is centered on building lasting relationships through trust, education, and thoughtful planning. By taking the time to understand your unique situation, I can develop recommendations that fit your comfort level and support your long-term goals.
"I believe the best financial plan is one that's realistic, personalized, and built to last."
Financial planning isn't about predicting every twist and turn. It's about creating a strategy that's designed to adapt as life changes. My goal is to provide guidance that helps you stay focused on what matters most while giving you confidence in the decisions you make along the way.
Outside of the office, I enjoy reading, playing pickleball, and exploring new restaurants. One quote that has always resonated with me is, "The best time to plant a tree was 30 years ago. The second-best time is now." It serves as a reminder that it's never too early—or too late—to take meaningful steps toward your financial goals.
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Are Not Deposits |
Are Not NCUA or otherwise Federally Insured |
Are Not Obligations of or Guaranteed by the Credit Union |
May Lose Value |