I am a Wealth Manager at GC Wealth, based in Cambridge, MA, where I provide comprehensive planning to GC Wealth clients across the full scope of their financial picture and all stages of wealth creation. I focus on identifying high-consequence planning opportunities with the goal of maximizing my clients’ lifetime wealth potential. I am passionate about setting up consolidated, organized financial pictures to support our team’s concierge approach, ensuring clients maintain a transparent understanding of their financial journey.

I take a proactive, disciplined approach to implementing specific plans that create "day-to-day leverage" for my clients, allowing them more time to focus on their life priorities.

I’ve worked in Wealth Management since 2011 and joined GC Wealth from First Republic, bringing with me an extraordinary client service heritage combined with a scalable, modern platform for emerging wealth clients.

I’m a significant contributor to GC Wealth’s industry-leading adoption of wealth technology, and I firmly believe there’s no better place to innovate in our industry than from inside GC. I also routinely collaborate with tech founders to build innovative capabilities that transform our industry.

In my free time, I enjoy traveling to New England with my family, skiing, golfing, and mountain biking. 

I graduated from The University of Vermont and am a Certified Financial Planner™.