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
37
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
  • Wealth Preservation Strategies
  • Tax Planning Strategies
  • Business Retirement Plans
  • Investments
  • Estate Planning Strategies

Qualifications

  • FINRA Series 7

Education

  • University of Denver - B.S in Finance & B.A. in Marketing
  • Moses Brown School, Providence, RI - H.S. Diploma

Awards & recognition

  • Ameriprise Circle of Success, 2016, 2017, 2018

Previous experience

  • UBS Financial Services, Inc. - Financial Advisor, Vice President, 2008 - 2015

I’m here to support you during the COVID-19 outbreak

I remain open for business and am here to help you navigate the volatile markets. I am happy to talk through any concerns or questions you may have, through whatever means are most comfortable for you.

Community participation

  • Make-A-Wish
  • Crossroads for Kids
  • Multiple Sclerosis Society
  • Project Hope for Massachusetts
  • Golf Fights Cancer
  • Thompson Island Outreach Board.

Interests

  • I enjoy spending time with my wife, 3 kids and 2 dogs.
  • Sailing, fishing, golf and travel.
  • Volunteering at local community events.