Advisor profile


Personalized financial and investment strategies

 Let me help you build and preserve your wealth with a personalized investment strategy. With my experience providing ongoing financial advice and asset management strategies, I can help you formulate an approach to help strengthen your portfolio’s potential, meet your financial goals and suit your risk tolerance. My goal is to prepare your portfolio to help meet all market conditions, and regularly review and adapt your strategy as your life changes. Using our exclusive Confident Retirement® approach, we’ll work together to help you feel more confident, connected, and in control of your financial life. Want to learn more? I’m happy to meet for a complimentary initial consultation whenever it’s convenient for you. Request a consultation

Areas of focus

  • Retirement Income Strategies
  • Investments
  • Estate Planning Strategies
  • Insurance
  • Retirement Planning Strategies
37
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • Series 7 - Licensed
  • Series 8 - Licensed
  • Series 63 - Licensed
  • Life, Health & Variable Annuity Licensed
  • Series 24- Licensed

Education

  • University of Missouri, Bachelor of Journalism - Advertising and Broadcasting, Columbia, Missouri

Interests

Destination Fly Fisherman:

>>>Atlantic Salmon - Quebec
>>>Brook Trout - Labrador
>>>Rainbow Trout - Massachusetts, Arkansas
>>>Landlocked Salmon - Maine
>>>Sockeye Salmon - British Columbia
>>>Browns & Rainbows - New Mexico & Arkansas
>>>Stripers - Boston Harbor, Cape Cod & Cape Ann

Red Sox Faithful Fan

Groups and Associations:

>>>Boston Athenaeum
>>>Museum Fine Arts - Boston
>>>Trout Unlimited - Life Member
>>>Ducks Unlimited
>>>Fin, Fur & Feather Club of Wellesley and Natick

Community participation

Trout Unlimited - Life Member, Greater Boston Chapter

Ducks Unlimited, Boston Chapter

Previous experience

  • Morgan Stanley | Smith Barney, Financial Advisor and Planning Specialist, Boston, MA, 2001-2011
  • Merrill Lynch, Financial Advisor, Little Rock, AR, 1984-2001