Advisor profile


My approach

Your financial goals are individual, and I can help you achieve them. I take the time to understand what’s truly important to you — whether it’s saving for college, retiring the way you want, making smart investments or anything else. The personalized financial advice I offer can help you prepare for the expected and unexpected things in life. As a result, you can feel more confident, connected and in control of your financial life. With the right financial advice, life can be brilliant.

Areas of focus

  • Cash Flow Management Strategies
  • Financial Strategies for LGBTQ Couples and Families
  • Retirement Planning Strategies
  • Domestic Partner Planning
  • Saving for Education
  • Estate Planning Strategies
16
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CERTIFIED FINANCIAL PLANNER practitioner (CFP®)
  • Chartered Retirement Planning Counselor (CRPC®)

Education

  • Tufts University, Medford, MA - BA, Spanish

Interests

  • Running - Philadelphia Marathon 2009 , Run to Remember Half Marathon- 2011, 2014-2018, 3 Beaches Half Marathon 2017
  • Spending time with sons, Tommy & Toby, and daughters, Mae & Annaleigh
  • Renovating real estate
  • Skiing at Stowe, Jay Peak, or just about anywhere!
  • Spending summers in Marion, MA with my family

Community participation

  • Big Sister, 2008
  • Junior Acheivement, Money Mentor 2009 - 2010
  • Everybody Wins! Power Lunch Mentor 2009- 2011
  • Greater Boston Food Bank, 2017
  • Cradles to Crayons, 2019

Awards & recognition

  • Five Star Wealth Manager, 2014
  • Forbes Best-in-State Next-Generation Wealth Advisors, 2019
  • Working Mother Top Wealth Advisor Moms, 2019

Professional associations

  • Financial Planning Association
  • The College for Financial Planning