Advisor profile


My Approach

At Crescent Bay Wealth, we value personal relationships based on a goals-based approach and deep understanding of your unique financial needs. One-size-fits-all may be fine for some investors, but we believe investments should be tailored to your goals, not based on guidelines for anyone at your age or your stage of life. As someone running a business, I know the importance of developing a strategy and seeing it through.

As an Ameriprise financial advisor, we design comprehensive financial strategies to help you build and manage your money. We also partner with your CPAs, estate attorneys, life insurance experts and other professionals to help determine the most appropriate financial strategy for you, your family or your business. After being in the financial services industry for over 30 years, I have found that our clients appreciate the time we take to educate them about the strategies and investments we use.

In the end, everyone’s financial goals are unique, and your path to achieve them should be too. Whether your goals are paying for education, preparing for retirement, running a business, managing an inheritance or saving for the future, we can offer investment solutions tailored to all of your personal and financial goals.

42
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
  • Wealth Preservation Strategies
  • Investment Management
  • Cash Flow Management Strategies
  • Retirement Plan Distribution
  • Insurance
  • Saving for Education
  • Business Retirement Plans

Qualifications

  • Series 7 License: General Securities Representative
  • Series 63 License: Uniform Securities Agent
  • Series 65 License: Uniform Investment Adviser Law
  • Series 3: National Commodity Futures
  • Life, Accident and Health License

Education

  • Colby College, BA Political Science

Professional associations

  • Winchester Rotary Club, Board Member, 2023-2024
  • Arlington Chamber of Commerce, Member

Community participation

  • Winchester Chamber of Commerce
  • Winchester Rotary Club

Interests

  • On a personal note, my wife, Suellen, a pre-school teacher, and I have lived in Concord, MA for over 20 years and have three grown children that reside in Mass, and Vermont - with 2 grandkids who arrived in 2023!
  • I am a graduate of Colby College, where I played both hockey and lacrosse and continue to be thoroughly involved with the college, acting as the Head Class Agent.
  • Golf is a huge hobby of mine, along with tennis and skiing, and I am a dedicated Boston sports fan!
  • My summers are mostly spent in Cape Cod at my summer home in West Falmouth, enjoying the beaches and local restaurants.