As a Cetera Investment Advisor, I believe it is important to invest my time to understand what you are working toward before you invest your money. I work closely with professionals, business owners, families, and company retirement plans so they can come up with successful financial strategies. 

In 2025, I joined Forrest Investment Services and currently work in the Longmeadow office. 

I earned my bachelors degree in business at Springfield College. In addition I hold my Series 7 and Series 66 licenses, with a focus on risk management and long-term growth. I have experience in portfolio management, financial analysis, and client advisory.

I believe relationships are key, and in our view, meeting face to face builds strong relationships. We meet when it's convenient for our clients because we recognize the challenging needs of business in their lives.

Feel free to stop by or call for an appointment convenient to your schedule.