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My Approach

Today, it’s natural to have questions about your retirement, even if you’ve saved and planned for it. With our exclusive Confident Retirement® approach, we’ll help you find answers and take the first step toward creating a road map to the future you want. We’ll talk through the four basic principles of retirement:

  1. (1) Covering essential expenses
  2. (2) Ensuring your lifestyle
  3. (3) Preparing for the unexpected
  4. (4) Leaving a legacy

And I’ll help you make adjustments as needed so you can retire on your terms.

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Interests

  • Fly fishing
  • Saltwater Fishing
  • Kayaking
  • Fly tying

Community Participation

  • Holliston Youth Soccer Association Coach
  • First Congregational Church of Holliston Endowment

Areas of Focus

  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Saving for Education
  • Retirement Plan Distribution
  • Investments

Experience

Qualifications

  • CERTIFIED FINANCIAL PLANNER™ practitioner
  • CRPC®  Chartered Retirement Planning CounselorSM
View Definitions

Education

  • Bachelor of Arts, University of Vermont in Burlington, VT
  • Masters of Business, Boston College in Chestnut Hill, MA

My Videos

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