Advisor profile


Personalized financial and investment strategies

 Let me help you build and preserve your wealth with a personalized investment strategy. With my experience providing ongoing financial advice and asset management strategies, I can help you formulate an approach to help strengthen your portfolio’s potential, meet your financial goals and suit your risk tolerance. My goal is to prepare your portfolio to help meet all market conditions, and regularly review and adapt your strategy as your life changes. Using our exclusive Confident Retirement® approach, we’ll work together to help you feel more confident, connected, and in control of your financial life. Want to learn more? I’m happy to meet for a complimentary initial consultation whenever it’s convenient for you. Request a consultation

Areas of focus

  • Family Finances
  • Divorce Financial Planning
  • Saving for Education
20
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • CDFA®; Certified Divorce Financial Analyst®
  • APMA® Accredited Portfolio Management Advisor℠
  • CRPS® Chartered Retirement Plans Specialist℠

Interests

-We keep busy with family travel (we love skiing) and sports for our 6 year old son.

- I personally enjoy creative outlets. I always have a project on the side that pans out to be more complicated than I had initially thought, but I enjoy the challenge.

- I'm president of a condo board for a 92 unit condo building. I have helped to facilitate an extensive historic exterior and interior renovation.

Community participation

- President of the Charlestown Basilica Navy Yard condo building

  • Condo Board