My Approach

I am passionate about working with my clients and want them to experience financial confidence now and in retirement. I will look at your entire financial picture — cash reserves, debt management, investments, protection and taxes, ask targeted questions and listen closely to your answers. I want you to feel confident that the advice I provide reflects your unique dreams and goals.

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Interests

  • Life Balance: Spending Time with My Family
  • Staying Active: Travel, Golf, Tennis, Skiing, Biking, Reading

Community Participation

Areas of Focus

  • Wealth Preservation Strategies
  • Saving for Education
  • Small Business
  • Tax Planning Strategies
  • Retirement Planning Strategies
  • Insurance
  • Estate Planning Strategies
  • Charitable Giving

Experience

Qualifications

  • CFP®  CERTIFIED FINANCIAL PLANNER™ practitioner
  • CLTC  Certified Long Term Care
  • Master in Business Administration
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Education

  • College for Financial Planning
  • Suffolk University; MBA
  • University of Massachusetts- Amherst; BBA

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Our office- 101 Longwater Circle, Norwell MA 02061

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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.