Advisor profile

What you can expect when you work with me

 My purpose is to help you feel confident, connected and in control of your financial life. 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. Request a consultation

Areas of focus

  • Wealth Preservation Strategies
  • Investments
  • Retirement Income Strategies
  • Retirement Planning Strategies
  • Insurance
  • Executive Compensation and Benefit Strategies
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.


  • Series 7, 63 & 65


  • Providence College - MBA
  • Providence College - B.S.


  • The American Dream and all that it entails
  • Community participation

    • President of Weymouth Youth Soccer (1,200+ soccer players in our Rec./Travel/Club programs)
    • Regularly participate in Ameriprise Day of Service
    • Coach basketball and soccer
    • Assist my wife, Molly, in her community activities/events/charities
    • Active in my children's schools
    • Give motivational talks to schools, groups, organizations
    • Connect people using my rolodex of relationships to help others

    Previous experience

    • Moors & Cabot, Inc., 2009-2012
    • Merrill Lynch, 1997-2009