My profile

Saving for the future

Whether you’re buying your first home, saving for college or planning for retirement, you don’t have to navigate the future alone. I help you make sense of your finances with advice and investment ideas that fit your life, your goals and your comfort with risk.

Ready to learn more? Let’s start with a complimentary initial consultation to talk about how I can help you move closer to your financial goals.


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43
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

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.