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

  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Investment Management
  • Social Security Retirement Benefits
  • Executive Compensation and Benefit Strategies
  • Estate Planning Strategies




  • B.A., Philosophy, Clark University, Worcester, MA
  • M.B.A., Business Administration, Babson College, Wellesley, MA

Community participation

  • Greater Boston Food Bank, Annual Fundraising
  • March of Dimes, Annual Fundraising


  • Biking, surfing, and other outdoor activities
  • Reading, travel, and generally exploring the world around me
  • Spending time with my wife, Leia, and my twin boys, Cai and Eli. They grow up so fast!