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
21
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

Qualifications

  • CMFC™ Chartered Mutual Fund Counselor™

Education

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

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

My favorite place to be is at the beach. I love the ocean and enjoy spending time there with family & friends.

I have run 6 marathons and 27 half marathons. I have great memories from each of these races including the friends I have run with, family that has cheered me on, and the cities I have visited. I most recently ran the Boston Marathon in April, it was an amazing experience! I finished with a personal best time and was proud to have the opportunity to raise money for the MS Society.