I began my career as a financial advisor in 1983 and joined Stifel in 2018.  Prior to joining Stifel, I worked for Wells Fargo Advisors and its predecessor firm, A.G. Edwards, among other firms.  I earned a B.S.B.A. from the University of Rhode Island and hold the Retirement Income Certified Professional^® and Chartered Retirement Planning Counselor™ designations. 

As a portfolio manager in Stifel’s Solutions Program, I adapt strategies to combine customized investment management with the ability to quickly react to market conditions for clients who choose discretionary advisory services. The result is customized investment management, with strategies tailored to my clients’ specific needs or objectives.

I typically work with individuals, families, and businesses providing guidance designed to generate growth during working years and to maintain it during retirement.  With nearly 40 years of experience as a financial advisor, I pride myself on still serving many of my original clients, and with some, I am serving their fourth generation of heirs.

The Solutions program requires a minimum investment, which varies by strategy.  Ask your Financial Advisor for a Disclosure Brochure, which further outlines the fees, services, exclusions, and disclosures associated with this program.  Since all investment decisions in a Solutions account are made by the Financial Advisor without having to receive prior client approval, it is important that Solutions clients have detailed knowledge of the Financial Advisor’s individual investment philosophy and decision-making process before entrusting him or her with their portfolio.  You should consider all terms and conditions before deciding whether the Solutions Program and any particular strategy are appropriate for your needs.

I began my investment industry career at Stifel in 2022.  Prior to joining Stifel, I worked as an Operations Analyst.  I am dedicated to guiding my clients through their finances, building customized plans, and helping them pursue their financial goals.  I earned a B.A. in Economics from the University of Rhode Island and hold Series 7 and 66 securities licenses. 

I earned a Bachelor’s degree in Accounting from the College of Staten Island.  I began my financial services career on the floor of the American Stock Exchange, where I worked for 12 years.  I also gained experience as an order room associate, operations supervisor, and client service associate.  I joined Stifel in 2018 as a Registered Client Service Associate and hold Series 7, 57, and 66 securities licenses.