Professional
As a second-generation Financial Advisor with Northwestern Mutual, my mission is to empower and educate my clients so they feel confident with their financial plan now and for the future based on their own personal goals, dreams and specific objectives. A financial plan doesn’t happen overnight, I value building a trusting relationship with my clients, as well as their families, to help ensure a strong planning foundation for their future. Life can be busy, unpredictable and stressful, I am passionate and motivated about helping clients see their vision come to light in a personalized plan and more importantly, reducing the financial stress so they can spend their lives living.
Accomplishments
Northwestern Mutual Lives Leader Qualifer 2020
Northwestern Mutual Top 10 Nationally Platinum Category 2020
Northwestern Mutual Top 10 Advisor in the East Gold Category 2019
Northwestern Mutual #2 Advisor in the East Bronze Category 2017
Years of Experience
Director of Campus Recruitment-2011 to 2016
Financial Advisor-2016 to Present
Education
| Degree | Major | Institution |
|---|---|---|
| Bachelor's | Psychology | Boston College |
