Advisor profile

What you can expect when you work with me

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.

Get started
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
  • Family Finances
  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Saving for Education
  • Investment Management
  • Small Business
  • Financial Strategies for LGBTQ Couples and Families
  • Insurance
  • Sustainable and Responsible Investing
  • Investments
  • Executive Compensation and Benefit Strategies
  • Social Security Retirement Benefits
  • Domestic Partner Planning
  • Wealth Preservation Strategies




  • Colorado State University - BA Economics
  • Regis University - MBA - International Business & Accounting

Community participation

I am passionate about conservation and the protection of our wildlife, because of this I have been an active docent at the Cheyenne Mountain Zoo, the Denver Zoo as well as the Roger Williams Park Zoo.

  • Cheyenne Mountain Zoo


I enjoy spending time with my wife, Julie and our son Harrison. We love to walk and hike and explore all the south shore and New England has to offer. I also enjoy playing golf, tennis and cooking.