As an Insurance Specialist and Licensed Professional, my day‑to‑day work includes researching industry best practices, analyzing economic indicators, and ensuring data accuracy. I also assist with trading, cost‑basis reviews, and tax‑related account information. My passion for the industry and strong attention to detail support both my client‑relation work and my administrative responsibilities.
I double‑majored in Business and Accounting at Saint Michael’s College, which kick‑started my goal of becoming a lead advisor. I enjoy being a reliable resource for both clients and our advisory team, and I’m committed to providing accurate, timely support across every task.
Outside the office, I enjoy:
I have always gravitated toward social hobbies. My favorites are yoga with my wife, Abigail, hockey with my Dad, walking with my Mother and golf with my friends and family.
Favorite Quote: “If you’re strong, be a protector and if you’re smart be a humble influencer.” – Chris Pratt
I have a Samoyed named Mickey. He once dug a hole in our yard so deep that he damaged our internet wires.
My brother and I used to collect Pokémon cards together when we were kids. He never stopped and has recently gotten me back into it.
I love movies. My favorite is Gladiator (2000)
Even though she is only 5’, my sister has always been the most athletic in my family. I have yet to beat her in a 1:1 basketball game but will never give up.