Professional
I'm committed to helping you get closer to your dreams. When you partner with me, you can expect a judgment-free, pressure-free environment with conversations that will be jargon-free. I strive to provide you the best experience possible.
My mission is to provide comprehensive and personalized financial planning to families and professionals in various fields. I hold multiple certifications and licenses, including Insurance Broker, SIE, Series 6, and Series 63, which enable me to offer a wide range of solutions and products to meet the diverse needs and preferences of my clients. I also have a strong academic background in finance, having earned my MBA and Bachelor's degree in Finance, along with a minor in Personal Financial Planning, from the College of Saint Rose.
I also serve in the role of College Unit Director for our office’s Leadership team. I am able to help, guide, train, and develop the next generation of Financial Advisors while still growing my personal practice. I have always wanted to be able to coach and lead others, with this role I am able to do exactly that while I still am able to grow myself.
If you or someone you know would like to learn more about our full time or intern opportunities, please reach out to me directly.
Personal
I am passionate about helping others and giving back to my community. I serve as a Coach at AllStars Academy, where I mentor and train young athletes and help them develop their skills and confidence. I also volunteer for various causes and organizations that support education, health, and wellness. I believe that by sharing my knowledge, experience, and values, I can make a positive impact on the lives of others.
In April of 2024 I competed in a Spartan race which is no easy feat, but my friends and I were up for the challenge after months of intense training. From running up a mountain to swinging on ropes and swimming through mud, we gave it our all. Crossing that finish line was a great accomplishment and a testament to our hard work and determination. Be willing to push your limits, you may surprise yourself. Looking forward to the next challenge!
Lending a hand in my community.
As part of Northwestern Mutual, I'm proud to help accelerate the search for better childhood cancer treatments while supporting families undergoing treatment, and survivors from late effects. Here are some of the organizations we partner with:
Alex's Lemonade Stand Foundation for Childhood Cancer (ALSF)
ALSF funds cancer research, raises awareness, and supports the families of children with cancer. Since 2012, Northwestern Mutual, its employees, and financial professionals like me have donated more than $20 million to support ALSF and fund over 400,000 research hours. I participate in our office's annual Lemon Tournament benefitting ALSF.
American Cancer Society
I joined the Associate Board of Ambassadors (ABOA) at the Capital Region American Cancer Society, helping in the fight against cancer.
Here are my areas of expertise
Financial Planning
Insurance Protection Strategies
Life Insurance Strategies
Retirement Planning & Income Strategies
Education Planning & Funding
Disability Planning
Multigenerational Planning
Estate Planning
How Northwestern Mutual helps you live the life you want.
When people feel better about their money, good things happen—they become more confident and feel more secure. For more than 160 years, Northwestern Mutual has helped people achieve the financial flexibility they need to live more and worry less.
Being a mutual company means Northwestern Mutual reports to its clients, not Wall Street. They don't believe in chasing fads or taking undue risk for short-term gains. Instead, they take a long-term approach—both in the way we help people plan to reach their goals, and in the way they do business. This has served their clients (and mine) well through all kinds of economic ups and downs, including wars, recessions, even the recent pandemic.
It's why I'm happy to be part of a company that's in it for the long-haul and prioritizes clients over profit.
