“The goal of our straightforward approach is that our clients will secure a path to financial security and freedom. When our clients succeed, we succeed.”
I joined Ascent Wealth Partners in May 2018 bringing over a decade of experience in the financial services industry. Prior to joining Ascent, I was employed by a sell side equities research firm in Boston, serving as Vice President of their Institutional Sales Trading group. Earlier in my career, I worked for a Canadian based investment bank with US brokerage.
As a New Hartford native, I am thrilled to return to the area I grew up in, and to join such a well-established institution as Ascent Wealth Partners. I look forward to being part of a dedicated, independent firm with a long-standing commitment to client-centric strategies.
I graduated from Hamilton College with a BA in Government.
I currently reside in New Hartford, New York, where I enjoy playing competitive basketball, golf and other outdoor recreational activities.