Advisor profile


Personalized financial and investment strategies

Let me help you build and preserve your wealth with a personalized investment strategy. With my experience providing ongoing financial advice and asset management strategies, I can help you formulate an approach to help strengthen your portfolio’s potential, meet your financial goals and suit your risk tolerance. My goal is to prepare your portfolio to help meet all market conditions, and regularly review and adapt your strategy as your life changes. Using our exclusive Confident Retirement® approach, we’ll work together to help you feel more confident, connected, and in control of your financial life. Want to learn more? I’m happy to meet for a complimentary initial consultation whenever it’s convenient for you. Request a consultation
22
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
  • Tax Planning Strategies
  • Investments
  • Small Business
  • Wealth Preservation Strategies
  • Retirement Income Strategies
  • Insurance
  • Estate Planning Strategies

Education

  • University of Massachusetts - Finance

Community participation

Hitchcock Center - Education for a Healthy Planet

American Cancer Society Relay for Life Team Co-Captain

Norris Cotton Cancer Center Prouty Annual Bike Ride Participant

Alzheimer's Association Sponsor

Walk to End Alzheimer's

Interests

My wife Kathryn and I live in Western Massachusetts with our two boys Brayden and Cameron, along with our miniature Golden Doodle Bailey. My wife and I are both University of Massachusetts graduates and we are very involved in the University of Massachusetts community, frequently attending sporting events, alumni activities, and charitable events.

We also enjoy spending time being outdoors. We love kayaking, bike riding, hiking, skiing and spending time at the beach with family and friends.

I have been a youth soccer coach for several years. I enjoy introducing and teaching young players a game that I have loved for many years. Go Orioles!