Advisor profile

Personalized advice to help you achieve your goals

Your financial goals are unique, and I can help you achieve them. Together, we’ll document your goals, track your progress and adjust to whatever life brings — both the expected and the unexpected. With regular reviews of your goals, anytime access to your investments and digital tools to help you stay on track, we can help you feel more confident, connected and always in control of your financial life.

How to get started
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


  • 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


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

Our dogs - Shadow & Pepper

Outdoors - Beach - Skiing - (Walking Dogs)