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
  • Tax Planning Strategies
  • Wealth Preservation Strategies
  • Saving for Education
  • Estate Planning Strategies
  • Domestic Partner Planning
  • Financial Strategies for LGBTQ Couples and Families
20
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • AAMS® Accredited Asset Management Specialist℠
  • CMFC® Chartered Mutual Fund Counselor℠

Education

  • Northeastern University- Bachelors of Science in Business Adminstration
  • Degree in Accounting and Finance

Interests

  • I vacation in Southwestern Florida, Breckenridge, Colorado and on Cape Cod, MA.
  • I enjoy precious time with my beautiful wife Gabrielle and our fun loving 7 children.
  • I also enjoy crossfit, coaching our children's sports activities, golfing, playing softball, fishing, and running.

Community participation

  • Nantucket Wine Festival
  • Jim Giammalvo Golf Tournament
  • Phi Gamma Pi Alumni Association
  • Northeastern University Alumni Networking Association
  • James Joyce Ramble

Awards & recognition

  • Ameriprise Client Satisfaction Score, 2010

Professional associations

  • PricewaterhouseCoopers, LLC Alumni Association
  • College of Financial Planning
  • Northeastern University Alumni Networking Association

Previous experience

  • Tax Consultant, PriceWaterhouse Coopers, LLP 1999 - 2001, 3 years, Boston, MA