Associate Financial Advisor
.Everyone feels better when they have a plan. I listen to clients to understand their financial goals and dreams. My advice is personally tailored to everyone I work with to put them in the best position to achieve their goals. It’s so gratifying to see others succeed on their financial journey, and I love the fulfillment I get from helping people.
- BS in Accountancy, Providence College
- Master of Professional Accountancy, Bryant University
- CPA*
- State Life & Health Insurance Licenses
- FINRA Series 7 & 66
*Certified Public Accountant credentials awarded by the State Accountancy Board. Not a practicing CPA and cannot provide tax or accounting advice or services. Thrivent and its affiliates are not CPA firms.
- Bachelors of Accounting, Providence College
- Masters of Accounting, Bryant University
- CERTIFIED FINANCIAL PLANNER®
- Series 7 - General Securities Representative
- Securities Industry Essentials
- California(Insurance Lic. #4300018)
- Connecticut
- Maine
- Massachusetts
- New Hampshire
- New Jersey
- New York
- Rhode Island
- Washington
Insights
Office location
West Roxbury Location
26 Summer Street #1
West Roxbury, MA 02132
Phone860-617-3376HoursWest Roxbury, MA 02132
M – F: 9 a.m. – 5 p.m.
Licensing is available through your State Insurance Department’s website, which can be located through the National Association of Insurance Commissioners website.
Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.
Thrivent financial advisors and professionals have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration.
Thrivent provides advice and guidance through its Financial Planning Framework that generally includes a review and analysis of a client’s financial situation. A client may choose to further their planning engagement with Thrivent through its Dedicated Planning Services (an investment advisory service) that results in written recommendations for a fee.
Designations
For additional information on professional designations and the requirements to earn them, visit https://www.thrivent.com/designations
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.
Thrivent financial advisors and professionals have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration.
Thrivent provides advice and guidance through its Financial Planning Framework that generally includes a review and analysis of a client’s financial situation. A client may choose to further their planning engagement with Thrivent through its Dedicated Planning Services (an investment advisory service) that results in written recommendations for a fee.
Designations
For additional information on professional designations and the requirements to earn them, visit https://www.thrivent.com/designations
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.