PROFESSIONAL
I began my career at Northwestern Mutual as an intern in 2019, and continued on as a Financial Advisor after graduation in 2021 from Merrimack College with a B.S. in Business Administration and Financial Planning. I am still an active alumnus.
I am proud to have been selected as a Berkshire County 40 Under 40 Award recipient in 2024 This prestigious award recognizes individuals who have a deep dedication to improving the quality of life in their community.
PERSONAL
I grew up in the Berkshires of Western Massachusetts and am an avid Boston sports fan. Besides work, I enjoy playing golf, basketball, cooking and card games with family and friends.
COMMUNITY
It is important to give back to my community by helping others build strong financial habits, especially at an early age.
Some of my most impactful experiences have been speaking to kids – both in elementary schools and at the college level.
I have been an active volunteer with Junior Achievement. I have had the pleasure of teaching students what an entrepreneur is, how to run a successful business, and the challenges a business owner may face.
I had the opportunity to meet with the baseball team at Western New England University and help educate the student-athletes on how to become financially independent on a high level.
I have also enjoyed sharing my experience and wisdom through coaching high school basketball at my alma mater.
The Dulye Leadership Experience has been a huge resource in helping me grow my skills and become the best leader that I can possibly be. Through 1Berkshire’s Entrepreneur Meet-Up events, I have enjoyed meeting other small business owners in Berkshire County. It excites me to promote them and their businesses so we can continue to grow the Berkshires for future generations.
Here are my areas of expertise
Financial Planning
Insurance Protection Strategies
Investment Planning & Strategies
Retirement Planning & Income Strategies
Education Planning & Funding
Disability Planning
Tax-Efficient Strategies
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.
