My profile

Saving for the future

Whether you’re buying your first home, saving for college or planning for retirement, you don’t have to navigate the future alone. I help you make sense of your finances with advice and investment ideas that fit your life, your goals and your comfort with risk.

Ready to learn more? Let’s start with a complimentary initial consultation to talk about how I can help you move closer to your financial goals.


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26
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Domestic Partner Planning
  • Estate Planning Strategies
  • Family Finances
  • Retirement Planning Strategies
  • Saving for Education

Education

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

Awards & recognition

  • Five Star Wealth Manager, 2013 & 2015

Community participation

  • Involved in my local town of Marshfield, MA.

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.