I began my career in the financial services industry in 2001 and later joined UBS in 2009 after prior work with Morgan Stanley and Merrill Lynch. With my clients, I emphasize asset allocation and total portfolio management with a focus on retirement income planning; I also help them with education funding, structures for charitable giving and estate planning. I am FINRA-registered and hold Series 7 and 63 securities licenses as well as licenses for life, accident and health insurance and variable annuities. I earned my bachelors degree in Finance/Economics from Oswego State University.

AZ, CA, CO, CT, FL, GA, HI, IA, IN, KY, MA, MD, ME, MI, MN, MS, MT, NC, NH, NJ, NV, NY, PA, SC, TN, TX, VA, VT, WI, WV, WY