As a Growth & Development Director I mentor new financial advisors as they enter the career with our firm. Helping the next generation of financial advisors grow their practice as they serve the clients in our community.

As a Financial Advisor, I work with my clients to develop a personalized financial plan, no matter what their goals are. I provide needs-based analysis and financial solutions to help ensure my client's needs are met at every life stage. By listening to your goals and objectives, identifying your assets and liabilities, and comparing what you have to what you want, I work with my clients to define their vision of a secure financial future. As a lifelong resident of the Hudson Valley, I am always striving to support my community and the lives of those who contribute to this great place we call home. I will always work hard to develop relationships based on the trust and integrity that we all deserve.