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My Approach

I understand busy lifestyles and juggling commitments and activities from one day to the next. I know what it's like to be a hard-working and busy professional, which is why I do what I can to make it easier for my clients to work with me. I offer flexibility, personalized service and a comprehensive approach to financial planning. I help my clients plan to accomplish their dreams and goals. With plans in place, they can have more time to enjoy with their families, friends, hobbies or careers, with fewer nagging financial concerns.

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Interests

  • I vacation in Southwestern Florida, and Cape Cod.
  • I enjoy crossfit, golfing, playing softball, fishing, and running.
  • And spending time with my precious daughters and beautiful wife

Community Participation

  • Nantucket Wine Festival
  • Jim Giammalvo Golf Tournament
  • Phi Gamma Pi Alumni Association
  • Northeastern University Alumni Networking Association
  • c2 Mission
  • Quincy Softball League
  • James Joyce Ramble

Areas of Focus

  • Retirement Planning Strategies
  • Saving for Education
  • Estate Planning Strategies
  • Tax Planning Strategies
  • Employee Stock Options
  • Domestic Partner Planning

Experience

Awards & Recognition

  • 100% CSS- Client Satisfaction Survery Score, 2010

Qualifications

  • AAMS®  Accredited Asset Management SpecialistSM
  • CMFC®  Chartered Mutual Fund CounselorSM
  • BS - Bachelors of Science Degree- Business Administration
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Education

  • Northeastern University- Bachelors of Science in Business Adminstration
  • Degree in Accounting and Finance

Professional Associations

  • PricewaterhouseCoopers, LLC Alumni Association
  • College of Financial Planning
  • Northeastern University Alumni Networking Association

Files for Download

My Videos

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