We are a story of authenticity, diversity, purpose, and values driven by an in-house team that blends the entrepreneurial spirit of a boutique firm with the comprehensive resources of an established leader.
Member of MAI’s Investment and Asset Allocation Committees
Joined MAI in 2014, bringing 16 years of industry experience to the firm
Conducts financial planning, portfolio management, and research for clients
Was a Vice President and Guidance Consultant with Fidelity Investments’ Private Client Group and Planning & Guidance Organizations, respectively, responsible for providing comprehensive wealth management to a select group of individual investors
Previous role centered around the mentoring of account executives in addition to consulting and analyzing the business with senior leadership
Life Outside of MAI
Served on the CFP Board’s Disciplinary and Ethics Commission (“DEC”) from 2020-2022
University of New Hampshire, BA in Business Administration
University of North Florida, MBA in Business Administration
We look forward to learning about your financial goals.