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
29
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Planning Strategies
  • Insurance
  • Saving for Education
  • Family Finances
  • Retirement Income Strategies
  • Investments

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™

Education

  • Harvard University, BA Economics, 1979

Interests

  • Passionate about working with former members and students of the Boston Ballet Company in compiling and organizing the history of the company
  • Working on opening the Foxboro Classical Ballet Academy in Fall, 2011.
  • Enthusiatically planning my next trip to the French West Indies!
  • Proudly working to renovate the building that our office is in, which was the site of my parent's Rexall Drug Store since 1950.