Advisor profile


What you can expect when you work with me

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.

Get started
20
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Wealth Preservation Strategies
  • Retirement Planning Strategies
  • Investments
  • Estate Planning Strategies
  • Domestic Partner Planning
  • Insurance

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™

Education

  • MBA, Boston College 1992
  • BA, UMass/Amherst 1984

Community participation

On a volunteer basis, serve as head coach for town travel youth basketball team.

Interests

When I'm not helping my clients, I enjoy spending time with my family, officiating basketball games and coaching my youth basketball team. I also enjoy traveling, relaxing and watching movies.