I was born and raised in Massachusetts and have lived in Colorado since 2003. For more than 20 years, I have been helping clients prepare for and make the most of their retirement years.
My fascination with money started at an early age. Using a monetary gift from my grandmother, my mom invested in the market and together, we would eagerly track the stocks in the daily paper. I was about ten years old, and I remember being fascinated by my mom’s patience, and how she always thought more about the long-term results than the daily ups and downs.
I became a Financial Advisor because I am passionate about helping people realize their financial goals. My ultimate goal is to help make sure that my clients never run out of money during their retirement and continue to maintain their lifestyle even after I retire.
My title may be Financial Advisor, but my favorite part of my “job” is educating them, and helping them realize their personal and financial goals before and during retirement.
When I’m not working, I am usually spending time with my family, watching football, or riding my bike.
Give me a call, and let’s talk about your financial goals.
Qualifications: holds series 7, 63 and 66 securities licenses; life and health insurance licensed with variable endorsements.
AWMA® and AAMS® are service marks of the College for Financial Planning®.
Investing involves risk and you may incur a profit or loss regardless of strategy selected, including diversification and asset allocation.