My profile

My approach

I take a holistic approach to the financial planning process to help my clients pursue their dreams and goals. It all starts with a strategic plan that covers your needs in the context of your entire financial picture. Once we establish a firm direction, I work with my clients to help them determine the best ways to take action. Together, we review progress toward your goals and adjust the strategy to reflect personal, economic, and tax law changes. We'll create financial plans and ongoing relationships that help you adapt to changing needs and goals over time.

My mission is to deliver financial strategies through a tailored approach and a genuine interest in my clients' evolving needs.

24
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Plan Distribution
  • Investments
  • Retirement Planning Strategies
  • Insurance
  • Cash Flow Management Strategies
  • Wealth Preservation Strategies
  • Charitable Giving Strategies

Education

  • Bryant University, Bachelor of Science - Business Administration/Financial Svcs

Stay informed on financial planning, stock market and economic impacts, and more - before even becoming a client. Through my monthly newsletters, you'll get a sense of the personalized financial advice you can expect to receive from my practice.

Community participation

I have run several marathons while raising money for charities including the MS Society, YMCA of the Greater Boston Area, and the Human Rights Campaign.

Interests

When I’m not helping clients navigate their financial futures, you’ll find me enjoying the great outdoors—whether it's going for a run, taking a walk, or soaking up the sun at the beach. I also enjoy quality time spent with family and friends, traveling to new places, and listening to live music.

My photos

2 albums
close