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
36
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Investments
  • Insurance
  • Estate Planning Strategies
  • Wealth Preservation Strategies
  • Family Finances

Qualifications

  • Series 7
  • Series 63
  • Series 66
  • Life, Accident and Health Insurance Licenses

Interests

Sharing the gift of music with friends, family and young people gives me great personal pleasure. After a 20+ year absence I am now the drummer for the Easy Access band.I also enjoy Fishing, swimming and following our local sports teams with special interest for our beloved Boston Red Sox! I also enjoy spending time with my 10 year old grandson, Cody. Nothing gives him more pleasure than beating his “Grampy” at a game of one on one. I love vacationing and traveling with my wife Lisa, and it usually involves some equestrian activities. Having a horse in the family gives you a new perspective on responsibility, patience and manure management!