My Approach

I am committed to listening to my clients and I strive to be someone they feel comfortable talking with. I take the time to understand the financial concerns my clients carry with them. I bring my financial knowledge and experience to provide understandable solutions that address all types of financial needs through all phases of my clients' financial lives. You can feel confident that the advice I provide will reflect your personal dreams and goals.

Interests

  • Spending time with my wife, Carolyn, and children – Amy (Scituate HS), Christian (Union) and Scott (Dartmouth)
  • Tending to our organic gardens
  • Sailing and surfing the waters of the South Shore, Cape and Islands
  • Pursuing many outdoor activities with our extended family in Vermont

Community Participation

  • Friends of the Scituate HS Sailing Team - Board Member
  • Holly Hill Farm, A Certified Organic Farm - Member
  • Northeast Organic Farming Association, MA - Sponsor
  • Scituate Harbor Yacht Club - Sailing Committee

Experience

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Areas of Focus

  • Retirement Planning Strategies
  • Sustainably Responsible Investing
  • Women's Financial Strategies
  • Investment Management
  • Estate Planning Strategies
  • Domestic Partner Planning

Education

  • Washington University, St. Louis, MO - B.S.B.A. Finance, minor in Computer Science

Previous Experience

  • A.G. Edwards & Sons - Financial Advisor, First Vice President, 1984 - 2008
  • UBS Financial Services, Inc. - Financial Advisor, First Vice Presdient, 2008 - 2016

My Photos(2 photo albums)

Any client represented invests with Ameriprise Financial Services, Inc., Member FINRA and SIPC, a registered broker-dealer, as a brokerage customer. This is not an advertisement for investment advisory services and is not a guarantee of future performance or success.

My Videos(1 videos) X