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
40
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

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

Qualifications

  • Series 7
  • Series 63
  • Series 65

Education

  • 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

Interests

  • 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