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
37
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Investments
  • Saving for Education
  • Social Security Retirement Benefits
  • Tax Planning Strategies
  • Retirement Planning Strategies

Qualifications

  • Series 3, 7, 63 and 65

Education

  • BA - Business and Accounting, UMass, Amherst, MA

Previous experience

  • Certified Public Accountant, 1982-1987
  • Morgan Stanley - Estate Planning Consultant/Vice President, 2002-2021

Community participation

Appalachian Mountain Club

Member of the 4000-Footer Club of the White Mountains

Elks Lodge - Gloucester, MA