Advisor profile


My approach

Your financial goals are individual, and I can help you achieve them. I take the time to understand what’s truly important to you — whether it’s saving for college, retiring the way you want, making smart investments or anything else. The personalized financial advice I offer can help you prepare for the expected and unexpected things in life. As a result, you can feel more confident, connected and in control of your financial life. With the right financial advice, life can be brilliant.

Areas of focus

  • Domestic Partner Planning
  • Estate Planning Strategies
  • Family Finances
  • Retirement Planning Strategies
  • Saving for Education
20
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Education

  • University of Massachusetts, Amherst - B.A. Finance
  • University of Massachusetts, Amherst - B.S. Economics

Interests

  • Spending time with family and friends.
  • Wife, Katie - Daughter Avery, and Yellow Lab puppy, Rocky.
  • Annual trip to Aruba - 15 years in a row!
  • Outdoor activities, beach, running, hiking, etc.

Community participation

  • Involved in my local town of Marshfield, MA.

Awards & recognition

  • Five Star Wealth Manager, 2013 & 2015