As PCIA’s Managing Partner in the Northeast, my primary focus is on the design, implementation and management of employer-sponsored retirement plans. I am honored to have had the opportunity to educate others as a presenter at various industry events.

In addition to my retirement plan clients, I serve a diverse clientele of individuals and families who benefit from the formalized portfolio construction and review processes utilized by our firm’s corporate clients. By leveraging the suite of financial planning solutions available, I remain able to deliver comprehensive and personalized solutions with the exceptional service my clients expect and deserve.

I hold a bachelor’s degree in finance from Bentley University. I also have earned the Accredited Investment Fiduciary® (AIF®) Designation from University of Pittsburgh, Katz School of Business, FINRA Series 6, 63, and 65 securities licenses and life and health insurance licenses. I continue to invest significant hours in continuing education for my Chartered Financial Consultant® (ChFC®), and Registered Employee Benefits Consultant® (REBC®) designations.

Learn more about Financial Network Limited, a Prime Capital Investment Advisors Company.

Advisory services offered through Prime Capital Investment Advisors, LLC. (“PCIA”), a Registered Investment Adviser. PCIA: 6201 College Blvd., Suite #150, Overland Park, KS 66211. PCIA doing business as Qualified Plan Advisors (“QPA”) and Prime Capital Wealth Management (“PCWM”).

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