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My Approach

Our unique and collaborative Dream> Plan> Track> ® approach to financial planning starts with your dreams, not just the numbers. When we work together my first focus will be to learn more about your financial, personal and professional aspirations. I will take this information and leverage my financial management experience to present you with a customized plan. Building and then managing a financial plan is an ongoing, collaborative experience and I believe in regularly checking in with my clients to ensure we’re tracking progress against your plan and making adjustments if necessary.

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Interests

My interests include traveling with my wife Jodi, as often was we can. We like to discover new destinations and experience these cultures together.

I spend a lot of my free time coaching sports, enjoying the outdoors and helping out at school with my three sons, Jack, Luke and Evan.

Community Participation

Sponsor: North Shore Music Theatre Beverly, MA

Supporter: St. Jude Children's Research Hospital

Supporter: Smile Train, Children's Cleft Lip & Palate Surgery

Supporter: WSPA and MSPCA

Supporter: Lazarus House Ministries, Inc.

Supporter: Trustee of Reservations MA

Areas of Focus

  • Retirement Planning Strategies
  • Wealth Preservation Strategies
  • Tax Planning Strategies
  • Family Finances
  • Estate Planning Strategies
  • Investments
  • Saving for Education
  • Small Business

Experience

Awards & Recognition

  • FIVE STAR Wealth Manager1, 2010, 2011 and 2013

Qualifications

  • Member, Financial Planning Association
  • Financial Advisor
  • Bachelor of Arts Degree
  • CFP®  CERTIFIED FINANCIAL PLANNER™ practitioner
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Education

  • BA , Economics, College of the Holy Cross, Worcester MA

Files for Download

My Videos

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My Photos Show Thumbnails

John, Jodi, Luke, Jack, Evan, Gatsby and Daisy

Photo Albums

Any client represented invests with Ameriprise Financial Services, Inc. This is not an advertisement for investment advisory services and is not a guarantee of future performance or success.