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

Areas of focus

  • Retirement Planning Strategies
  • Saving for Education
  • Estate Planning Strategies
24
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner

Education

  • Bachelor of Science, Finance, University of Massachusetts, Boston, MA

Interests

I enjoy gardening, watching and playing hockey, and spending time with my wife Virginia, sons, Emanuel and Yianni, and daughter Demi, especially on the beaches of Cape Cod. Furthermore, I enjoy coaching my first passion, baseball. I find teaching and guiding the next generation of baseball players very rewarding.

Community participation

  • Coaching Little League - Needham
  • Fundraiser and walker for Lowell General Hospital "Cancer Care Walk"
  • Men’s AM Hockey League - AMHL