Advisor profile

Personalized advice to help you achieve your goals

Your financial goals are unique, and I can help you achieve them. Together, we’ll document your goals, track your progress and adjust to whatever life brings — both the expected and the unexpected. With regular reviews of your goals, anytime access to your investments and digital tools to help you stay on track, we can help you feel more confident, connected and always in control of your financial life.

How to get started
41
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Income Strategies
  • Insurance
  • Investment Management
  • Saving for Education
  • Retirement Planning Strategies

Education

  • Harvard College 1969-1973 BA History

Awards & recognition

  • Ameriprise Client Experience Award, 2022, 2023
  • Rise Private Wealth Management, Forbes Best-in-State Wealth Management Teams, 2023

Previous experience

  • First VP Investment Officer at Wells Fargo Advisors 2011-2020, 9
  • First VP Wealth Advisor at Smith Barney 2003-2011, 8
  • First VP Financial Advisor at Morgan Stanley 1995-2003, 8
  • 1st VP Financial Advisor at Kidder (Peabody, MA) 1983-1995, 12
  • College Hockey Assistant Coach (Cornell and Brown University) 1976-1982, 7

Community participation

Shriners Children's Hospital is committed to improving children's lives every day. They are particularly important to me because they helped me and my family when my son needed treatment for burns when he was very young.

Interests

I enjoy spending time with my family. My wife, Debbie, owns her own boutique Pilates Studio here on Cape Cod. Our three adult children live nearby and in the summer months we enjoy playing golf and going to the beach together. In the winter we like to go skiing.

Our children were all involved in hockey and or lacrosse at the collegiate level. We continue to enjoy following these sports today. Deb and I also like to travel, with NYC being one of our favorite destinations.

If I have any spare time I enjoy reading history and listening to my collection of 50s and 60s records.

My photos

2 albums
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