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

I have been married to my wife, Karen, for 28 years. We have 3 sons that are 24, 20 and 15 years old. Besides my family, my greatest passion is playing golf. I also enjoy listening to music and have played the classical guitar for more than 40 years. I recently completed my masters degree in financial planning from The College for Financial Planning in May of 2012. Prior to becoming a financial advisor, I worked as a mechanical engineer for 7 years.

Experience

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Areas of Focus

  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Saving for Education

Qualifications

  • CFP®  CERTIFIED FINANCIAL PLANNER™ practitioner
  • ChFC®  Chartered Financial Consultant
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Education

  • MS in Financial Planning, The College for Financial Planning, Denver, CO, 2012
  • BS in Mech. Engineering, Worcester Polytechnic Institute, Worcester, MA, 1983

My Videos(2 videos) X