As a Registered Associate I am dedicated to helping my clients meet their financial needs. Whether you are planning your retirement, saving for your children's or grandchildren's education, or looking to preserve your wealth, I can help. I look forward to extending my services to you and your family. Together, we can discuss financial strategies designed to fit your unique situation.
Prior to joining The Wall Group of Wells Fargo Advisors Financial Network, I worked at Columbia Threadneedle Investments as a Customer Service Professional for two years. I received my Bachelor’s degree in economics from Union College in 2019 and I am a Registered Associate, holding both the series 7 and series 66 registrations. I take pride in joining The Wall Group, a team that is dedicated to offering you the highest level of personal service along with an uncompromising commitment to integrity.
Away from the office, I enjoy golfing, fishing and skiing. I am a member of Rhode Island Country Club and currently reside in Barrington Rhode Island.
Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN), Member SIPC. The Wall Group is a separate entity from WFAFN.
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Investment and Insurance Products Are:
*Not Insured by the FDIC or any Federal Government Agency
*Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
*Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested
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*Investment products and services are offered through Wells Fargo Advisors Financial
Network, LLC (WFAFN). Wells Fargo Advisors is the trade name used by Wells Fargo Clearing Services, LLC and WFAFN, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company. Any other referenced entity is a separate entity from WFAFN.
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