A plan for today, tomorrow and generations to come

As a CERTIFIED FINANCIAL PLANNER™ professional and partner of the Hoffman Wealth Management Group, I represent the highest standard for competent and ethical financial planning. My commitment is to always act in your best interest. I work side-by side with my clients, listening to their needs so I can focus on giving them unbiased financial advice to help navigate life's major decisions, capture opportunities and avoid costly mistakes. My team's knowledge combined with a deep understanding of your goals allows us to create and implement smart financial plans that help you prepare for the future that you envisioned. Ultimately, your financial success is the focus of everything we do.

Prior to serving as a Financial Advisor, I worked closely with UBS Financial Advisors as a Wealth Planning Analyst, where I helped clients pursue their goals through holistic planning. Before joining UBS, I worked at a boutique investment banking and brokerage firm as a Private Client Group Consultant.

In 2013, I earned a B.A. in economics from Wesleyan University, where I played both lacrosse and football. In addition, I hold the Certified Investment Management Analyst® (CIMA®) designation, administered by the Investment Management Consultants Association® and taught in conjunction with The Massachusetts Institute of Technology, Sloan School of Management. I maintain the Series 7, 63 and 65 securities licenses and am licensed as a Life, Accident, and Health Insurance Agent. I support several charities, including St. Jude Children's Research Hospital, The Salvation Army, and the American Heart Association.