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

  • Investments
  • Retirement Planning Strategies
  • Wealth Preservation Strategies
  • Estate Planning Strategies
  • Tax Planning Strategies
  • Retirement Income Strategies
  • Insurance
  • Cash Flow Management Strategies
37
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
  • Master of Science Financial Services

Education

  • Northestern University- Bachelor of Science History-Economics
  • College of Financial Planning-Master of Science -Financial Services

Interests

I enjoy skiing in the winter, fishing and relaxing on Cape Cod in the summer. During the autumn months you can find me sitting in Gillette Stadium or behind my TV screen watching the Patriots. I am passionate about experiencing the world through travel and following major world events. I enjoy exploring cusines in the area with a special focus on Boston's North End and Providence's Federal Hill.

Awards & recognition

  • Five Star Wealth Manager, 2012, 2014, 2015, 2016, 2020