Specialties
About Me
As a Certified Financial Planner (CFP) and Financial Advisor with The Mayflower Point Group, my passion stems from a deep family history of financial education and knowing what planning can accomplish for clients.
Our team mission is to bring understanding and guidance to financial decisions that impact your life. In our journey together we will prioritize communication, trust, transparency, and exceptional service. We help deliver personalized financial, estate planning strategies, and tax-efficient planning that spans across generations. This allows clients to have peace of mind, clarity and focus on their family legacy. We listen and always aim to exceed your expectations. We believe in a consultative team approach. We employ our depth of knowledge and over 150 years of combined experience across multiple financial disciplines to help reach clients’ desired outcomes. Our team offers the personalized and customized attention of a boutique firm while providing the global resources of one of the world’s leading financial services firms in Morgan Stanley. I pride myself on our ability to not only work with our clients but also their heirs to help ensure wealth is managed across generations. We welcome the opportunity to speak further.
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Interests & Hobbies
Ready to talk?
Always free for clients.
Credentials
QPFC, ChFC, CFP
Chartered Designations
What do these credentials mean?
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Disclosures
©2026 Morgan Stanley Smith Barney LLC (‘MSSB’), Member SIPC (www.sipc.org), reserves the right, under applicable law, to retain and monitor all electronic communications. MSSB will not accept purchase or sale orders via social network messaging systems. MSSB is not responsible for content posted by third-parties. MSSB does not provide tax or legal advice. MSSB Financial Advisors may only transact business, provide individualized responses, or render personalized investment advice for compensation in states where they are registered or excluded or exempted from registration https://brokercheck.finra.org/. Designations or awards are not indicative of a Financial Advisor's past or future performance, and no fee is paid in exchange for such. The information on this profile does not provide personalized investment advice and is not an offer to buy or sell any security, open a particular account, or to engage in any investment strategy. All content is for US residents only and subject to the following terms: http://www.morganstanley.com/disclaimers/mswm-email.html, https://www.morganstanley.com/disclosures/social-media-important-information. NMLS#: 2711713