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My Approach

Are you looking for ways to reach your financial goals in today’s volatile market? Whether you’re saving for retirement, college for your kids or other needs, you may be unsure about what to do next or whether you can do anything at all. That’s where I can help. I'll take the time to listen to you and understand your goals and dreams. I'll help you build a plan to get back on track toward reaching them. Working together, we will work to find investing opportunities in today’s uncertain market that are aligned with your financial goals. Together, we can bring your dreams more within reach.

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Interests

Spending time with family and friends

Golfing, cooking, and cheering for all Boston sports teams

Community Participation

Toys for Tots Foundation

Areas of Focus

  • Investments
  • Wealth Preservation Strategies
  • Retirement Income Strategies
  • Estate Planning Strategies
  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Insurance

Experience

Awards & Recognition

  • Ameriprise Circle of Success, 2008

Qualifications

  • CRPC®Chartered Retirement Planning Counselor℠
  • Series 7
  • Series 66
  • Life, Accident and Health
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Education

  • BA Economics and International relations - Tufts University