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

  • Insurance
  • Retirement Income Strategies
  • Investments
  • Financial Strategies for LGBTQ Couples and Families
  • Tax Planning Strategies
  • Domestic Partner Planning
  • Cash Flow Management Strategies
  • Estate Planning Strategies
17
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
  • Series 7 Series 63 Life, Accident and Health

Education

  • New England School of Law, Boston, MA - JD
  • University of Connecticut, Storrs, CT - BA

Interests

  • Spending time with my wife and 3 kids
  • Coaching youth soccer teams
  • I'm an avid mountain biker and enjoy trails around New England
  • Skiing

Community participation

  • Habitat for Humanity volunteer

Awards & recognition

  • Ameriprise Circle of Success, 2012-2016

Previous experience

  • Janney Montgomery Scott LLC, Vice President, March 2005 - February 2012