Advisor profile


Personalized financial and investment strategies

Let me help you build and preserve your wealth with a personalized investment strategy. With my experience providing ongoing financial advice and asset management strategies, I can help you formulate an approach to help strengthen your portfolio’s potential, meet your financial goals and suit your risk tolerance. My goal is to prepare your portfolio to help meet all market conditions, and regularly review and adapt your strategy as your life changes. Using our exclusive Confident Retirement® approach, we’ll work together to help you feel more confident, connected, and in control of your financial life. Want to learn more? I’m happy to meet for a complimentary initial consultation whenever it’s convenient for you. Request a consultation
32
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Investments
  • Retirement Income Strategies
  • Retirement Plan Distribution
  • Business Retirement Plans
  • Retirement Planning Strategies

Qualifications

  • CRPC™ Chartered Retirement Planning Counselor™

Awards & recognition

  • Ameriprise Circle of Success, 2021

Professional associations

  • Financial Planning Association

Previous experience

  • JHS Advisors, Financial Advisor and Branch Manager, 2012-2015
  • RBC Wealth Management, Financial Advisor and Branch Director, 2010-2012

Community participation

  • Meeting House Farm of West Barnstable

Interests

Family - Wife Catherine (married 30+ years) , Two sons Kevin and Alfred

Our dogs - Shadow & Pepper

Outdoors - Beach - Skiing - (Walking Dogs)

Travel