Advisor profile

What you can expect when you work with me

 My purpose is to help you feel confident, connected and in control of your financial life. The right financial advice can help prepare you for whatever life brings – both the expected and the unexpected.

When you work with me, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress and investments.
  • Anytime access to your investments and digital tools to help you stay on track.
Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you. Request a consultation
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Tax Planning Strategies
  • Sustainable and Responsible Investing
  • Retirement Planning Strategies
  • Family Finances
  • Wealth Preservation Strategies
  • Estate Planning Strategies
  • Saving for Education
  • Social Security Retirement Benefits
  • Insurance
  • Small Business
  • Investment Management
  • Retirement Income Strategies
  • Executive Compensation and Benefit Strategies
  • Business Retirement Plans
  • Retirement Plan Distribution
  • Cash Flow Management Strategies


  • AIF® Accredited Investment Fiduciary®
  • AAMS™ Accredited Asset Management Specialist™


  • Bentley University (Finance)
  • Suffolk University (Master's Degree in Finance)

Previous experience

  • Client Advisor - Alex Brown division of Raymond James, 6 years
  • Senior Associate II - Deutsche Bank Securities, 4 years
  • Commonwealth Financial Network, 3 years

Curtin & Associates

My Team

Community participation

The Curtin & Associates team are proud sponsors and supporters of:

Sponsor: North Shore Music Theatre Beverly, MA

Supporter: St. Jude Children's Research Hospital

Supporter: Smile Train, Children's Cleft Lip & Palate Surgery

Supporter: WSPA and MSPCA

Supporter: Lazarus House Ministries, Inc.

Supporter: Trustee of Reservations MA


Family, Community participation, Boston sports, Real estate and Travel