I believe being a Financial Planner is about providing timely and effective advice while adhering to a long-term plan. As a planner, I find great joy in building creative and comprehensive financial strategies for my clients. My clients are very diverse, covering a wide range of ages and financial situations, and I enjoy working on each case regardless of the size or complexity of the issues at hand.

As an Accredited Investment Fiduciary®, my clients know that they can always rely on me to make decisions that are in their best interest. I am also an independent Financial Planner. Being independent allows me to research and utilize the investment products that make the most sense for my clients without the pressures of selling proprietary products or meeting sales quotas. I take great pride in building long-term relationships with the families and individuals I serve by helping them pursue their financial goals in a thoughtful and deliberate manner.

I have aligned my practice with Northeast Planning Associates, a more than 50 year old financial planning firm serving clients throughout New England. My team is experienced in the areas of financial planning, investment management, insurance solutions, estate planning and more.