I believe the most important investment I can make is time—time spent understanding what matters most to you, what you’re working toward, and what you want your wealth to ultimately support. Only then does the question of howto invest your money truly make sense.

I bring more than 30 years of experience in the financial industry, along with deep analytical training as a CFA® charterholder. I earned my Bachelor ofBusiness Administration in Accounting from the University of Massachusetts Amherst and completed the CFA® program in 2012.

My approach combines institutional-level investment rigor with thoughtful planning and real-world perspective. Clients often come to me seeking clarity—around complexity, tradeoffs, taxes, risk, or long-term direction—and my role is to help them make confident, well-informed decisions that align with both their financial goals and their values.

I’ve long believed that wealth carries responsibility as well as opportunity. That belief shapes how I help clients think about stewardship,charitable giving, and creating meaningful impact beyond their immediate needs.

Ultimately, my goal is to help you move forward with purpose—connecting your financial resources to the life you want to live and the impact you want to have.

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