Learn About Your 403(b)
Understand Your Pension
Roll over Old Retirement Plans
Get Retirement Ready
I’ve always focused on forging personal relationships and understanding an individual’s situation before looking into their investment needs. Understanding how and why someone behaves a certain way is much more important, in my mind, than simply giving advice. Through open conversation and mutual respect, we can truly get to the heart of any problem and come up with a solution together.
I hold a Bachelor of Science in Finance as well as a Bachelor of Arts in Spanish from the University of Rhode Island. In addition, I have earned my CERTIFIED FINANCIAL PLANNER™ professional certification.
I began my financial services career as a junior analyst at a multi-billion-dollar mortgage hedge fund. I then moved to a highly specialized private wealth management team, managing nearly a quarter of a billion dollars for a wealthy family before joining Voya Financial Advisors.
I am a teacher at heart — and my goal is to help you navigate topics like your pension, social security, college savings, estate planning and life insurance needs, as well as how to maximize your retirement savings through 403(b)s, IRAs and managed accounts. I’m dedicated to helping educate you and plan your financial life, both before and after retirement.
Please don’t hesitate to reach out if you have any questions. I’m more than happy to help!
If you are seeking a more personalized service, our wealth management investing is for you. Having a managed account offers both flexibility and a more active investment style, but it doesn’t offer the same tax benefits that a qualified plan would. This is why we typically work with those who have excess capital, and have maximized their contributions to qualified plans, maximizing their investment returns.
Our wealth management service is focused on helping you make the most of the opportunities in your financial picture. For a second opinion or to see if we’re a good fit to partner together, we encourage you to reach out.
One of the concepts that you may struggle with is the complex regulatory and tax environment* that revolves around retirement savings.
The SEP IRA, SIMPLE IRA/401(k), Solo 401(k) and Defined Benefit Plan are all options that might fit your small business based on the number of employees and their consistency, compensation, legal structure of the business and much more.
If this sounds like you, we can help you by educating you on your options. You’ll be able to gain confidence in your business’s finances.
Sometimes significant life events can take us by surprise and affect every aspect of our daily lives, including our finances. We can help you navigate these big events and offer financial planning around:
Don’t let your finances stress you out during big life changes and decisions—start a conversation with us to proactively take control.
If you’re ready to enhance your financial knowledge and feel empowered in your financial future, we encourage you to get in touch. Schedule a call, contact us directly, or fill out the form below, and we’ll be in touch.