Advisor profile


My approach

Your financial goals are individual, and I can help you achieve them. I take the time to understand what’s truly important to you — whether it’s saving for college, retiring the way you want, making smart investments or anything else. The personalized financial advice I offer can help you prepare for the expected and unexpected things in life. As a result, you can feel more confident, connected and in control of your financial life. With the right financial advice, life can be brilliant.

Areas of focus

  • Investments
  • Retirement Income Strategies
  • Retirement Plan Distribution
  • Business Retirement Plans
  • Retirement Planning Strategies
28
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CRPC® Chartered Retirement Planning Counselor℠

Interests

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

Our dogs - Shadow & Pepper

Outdoors - Beach - Skiing - (Walking Dogs)

Travel

Community participation

  • Meeting House Farm of West Barnstable

Previous experience

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