I joined Ascent Wealth Partners in January of 2026, where I work with individuals and families to develop thoughtful investment strategies and long-term financial plans. With more than 15 years of experience in the financial services industry, I specialize in investment management and retirement planning, helping clients navigate complex financial decisions with clarity and confidence.

Prior to joining Ascent Wealth Partners, I served as a Portfolio Manager at Bank of America Private Bank, where I managed investment portfolios for high-net-worth individuals and families. My experience in portfolio construction, asset allocation, and long-term market strategy allows me to bring a disciplined and research-driven approach to investing and financial planning.

I am a Chartered Financial Analyst® (CFA) Charterholder and earned my Bachelor of Arts in Economics from the University at Albany.

I currently live with my family in Burnt Hills, New York. Outside of work I enjoy golfing and spending time on Ballston Lake and Lake George. I’m also active in the community, having volunteered with Habitat for Humanity and currently serving on the Board of Directors for the Prevention Council.