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

  • Sustainable and Responsible Investing
  • Investment Management
  • Wealth Preservation Strategies
  • Estate Planning Strategies
  • Retirement Planning Strategies
  • Intergenerational Planning


  • Series 7
  • Series 63
  • Series 65


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

Awards & recognition

  • Ameriprise Circle of Success, 2017 - 2022
  • Socially Conscious Wealth Management, Ameriprise Client Experience Award, 2022

Professional associations

  • The Forum for Sustainable and Responsible Investment

Previous experience

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

Community participation

  • Friends of the Scituate HS Sailing Team - Board Member
  • Holly Hill Farm, Cohasset - Certified Organic Farm - Member
  • Northeast Organic Farming Association, MA - Sponsor
  • Scituate Harbor Yacht Club - Sailing Committee
  • Weir River Farm, Hingham, MA - CSA - Member
  • Urban Food Initiative dba Daily Table, Boston, MA - Sponsor


  • Spending time with my wife, Carolyn, and children – Amy (UVM '24) , Christian (Union College '20) and Scott (Dartmouth College '18)
  • 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