Originally from the Boston area, I now serve as Portfolio Manager at Riverside Wealth Advisors. Having over 5 years of experience in both the healthcare and finance fields I am able to assess your financial needs in a unique way. I believe in offering my clients first-rate service and to better equip myself to meet your needs in the ever-changing financial industry, I am currently doing my MBA at Warrington College of Business.
Taking a comprehensive approach to your financial well-being is my number goal as fiduciary. My responsibilities entail helping you achieve both short term and long-term financial goals. Wealth management is of the upmost importance and the right portfolio allocation will help you reach the financial freedom you deserve.