Advisor profile


What you can expect when you work with me

The right financial advice can help prepare you for whatever life brings — both the expected and the unexpected.

When you work with me, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress and investments.
  • Anytime access to your investments and digital tools to help you stay on track.

Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.

Get started
26
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Planning Strategies
  • Saving for Education
  • Estate Planning Strategies

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™

Education

  • Bachelor of Science, Finance, University of Massachusetts, Boston, MA

Community participation

  • Coaching Little League - Needham
  • Fundraiser and walker for Lowell General Hospital "Cancer Care Walk"
  • Men’s AM Hockey League - AMHL
  • Needham Youth Hockey League - Midgets Coach

Interests

I enjoy gardening, watching and playing hockey, and spending time with my wife Virginia, sons, Emanuel and Yianni, and daughter Demi, especially on the beaches of Cape Cod. Furthermore, I enjoy coaching my first passion, baseball. I find teaching and guiding the next generation of baseball players very rewarding.