| Born and raised in Fairfield, Connecticut, I received my undergraduate degree from The College of the Holy Cross in 2011. I began my career in Wealth Management with Wells Fargo Advisors in 2015, fulfilling various roles on my path towards building the expertise and understanding that to be a financial advisor is much more than a profession, but both a calling and a privilege. I was most recently promoted to Vice President – Investment Officer, as well as achieving the Sports and Entertainment Accredited Wealth Management Advisor (SE-AWMA®) designation, providing valuable training and knowledge to help high-net-worth clients in sports and entertainment capitalize on opportunities to preserve, grow, and transfer their wealth. |
 |
| Attention to detail, critical listening and deep understanding are symbols of appreciation that our team brings to every relationship. With a focus on each individual’s unique financial goals, time frames and risk tolerance, our process demonstrates diligence in developing customized financial strategies from analyzing cash flows to building, and protecting, a legacy. Backed by the resources, expertise, and investment selection of one of the nation’s most recognized financial services companies, and with direct access to a team dedicated to providing an exceptional level of customer service, I welcome you to have a conversation about developing an investment strategy that is flexible and tracks your goals. Away of the office you’ll often find me enjoying the outdoors with my rescue dog, Tully -- or finding time to spend with my niece and nephew in Boston. With an extensive background in youth coaching, I am always looking to build foundations within my community and look forward to continuing to grow my roots here in Palm Beach, FL. |