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

  • Family Finances
  • Tax Planning Strategies
  • Retirement Plan Distribution
  • Estate Planning Strategies
  • Charitable Giving
  • Saving for Education
  • Retirement Planning Strategies
  • Wealth Preservation Strategies
  • Investments
  • Small Business
33
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • CLTC® Certified Long Term Care®

Education

  • B.A., 1982, Business Administration University of Massachusetts Amherst, MA

Interests

  • Spending time with my wife, Polly and our daughters
  • Camping with family and friends
  • Attending sporting events
  • Photography

Community participation

  • Wahconah Warriors Booster Club, Member
  • Saturday Evening Club, President