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
24
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
  • Investments
  • Estate Planning Strategies
  • Wealth Preservation Strategies
  • Insurance
  • Saving for Education
  • Domestic Partner Planning
  • Small Business

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • CERTIFIED FINANCIAL PLANNER™ practitioner

Awards & recognition

  • Five Star Wealth Manager, 2012-2016, 2018, 2019, 2021,2023
  • Ameriprise Client Experience Award, 2021-2022
  • Ameriprise Ultimate Digital Excellence Award, 2022

Community participation

Coach - Billerica Little League Baseball

Coach - Billerica Youth Soccer Association

Interests

My life outside of my practice revolves around my family. Spending quality time with my wife, Jennifer, and our three children, Ryland, Gavin, and Lyla is most important. We love traveling, spending time at the beach, or just relaxing at home with friends and family. I also enjoy playing golf in my free time with my two brothers and my friends. As a Boston sports fan, I have always followed our local teams. On occasion you can find me at the Boston Garden cheering on the Bruins, at Fenway Park rooting for the Sox, or down in Foxboro at Gillette Stadium catching a Pat's game.