My Approach

I help my clients achieve their dreams for today, tomorrow, and well into the future — using our exclusive Confident Retirement® approach. It starts with a personalized conversation about covering essentials, ensuring lifestyle, preparing for the unexpected and leaving a legacy. By breaking your financial goals down into doable steps, we can help take the uncertainty out of planning for your financial future. Take a few minutes now for a quick confidence check.

I’m here to help you live the life you’ve earned. When you have the right financial advisor, life can be brilliant.

Interests

My greatest passion is my family. From road trips to attend my son Paul’s lacrosse games, to dinners out with my son Peter, daughter Andrea and their respective spouses, my wife Mary and I will never get enough “family time”. However a very close second is our passion for Golf! Mary and I enjoy playing as members of Plymouth Country Club, as well as many of the fine courses that Massachusetts has to offer. So what do we do in the winter? We take trips to Florida and play more Golf! (perhaps a ski trip here and there). We also enjoy cheering passionately for our beloved New England sports teams. Go Sox! Go Pats! Go Bruins! Go Celtics!

Experience

? 29 ? 97 View scores
 
 
 

Areas of Focus

  • Charitable Giving
  • Retirement Planning Strategies
  • Small Business
  • Estate Planning Strategies
  • Saving for Education

Awards & Recognition

  • FIVE STAR Wealth Manager1, 2010 - 2012
  • Ameriprise Circle of Success, 2003-2010, 2012

Qualifications

  • CFP®  CERTIFIED FINANCIAL PLANNER™ practitioner
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Education

  • Stonehill College, Bachelor of Science - Business Administration, 1973

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