About Me
I've worked in the financial services industry since 1997, starting at Putnam Investments.
I left Putnam to earn a Master of Business Administration with a concentration in investment management from Boston University where I was awarded membership in the Beta Gamma Sigma honors society. After graduation, I worked with a firm that provided management consulting to the mutual fund and insurance industries.
In 2003, I was recruited by RBC Dain Rauscher (later RBC Wealth Management). Finally in October 2010, I left RBC Wealth Management to join the Principal Financial Group®.
I am dedicated to developing lasting relationships with all my clients. I believe in helping you assess your financial goals and participate in the management of your finances.
I believe that one of the benefits of working with me is my ability to provide clear, easily understood explanations of financial products and services. The personalized program that I can provide is a roadmap to helping you work towards a more secure financial future.
I'm looking forward to using our expertise to help you pursue your financial goals.