I specialize in working with individuals and small businesses, new and seasoned investors alike, with needs that range from simple to nuanced and complex. Each relationship becomes a dynamic partnership, with strategies that adapt to the client's changing objectives over a lifetime. I consider it a profound honor and privilege to serve in this way.
Prior to becoming a financial advisor, I served as a non-profit administrator for 20 years, and trained as a hospice chaplain. My first career was as a baker and cook, and I still find ways to incorporate cooking and food travel into my weekends and leisure time.
I am originally from Richmond, VA, and came to Western Mass in 1986 to attend Northfield Mount Hermon School. I fell in love with the area and went on to attend Smith College. Aside from stints in Boston and New York, I have called the Pioneer Valley 'home' since then. I live in Greenfield, MA with my spouse, Rick, and our two children.
