Advisor profile


My approach

Personalized advice to help you achieve your goals

I deliver personalized financial advice to help you achieve your goals, today and tomorrow, through our Confident Retirement® approach.

I take the time to understand what’s truly important to you. Together, we document your goals, track your progress and make ongoing recommendations to help you diversify your portfolio, and adjust to whatever life brings — both the expected and the unexpected.

With regular reviews of your goals, anytime access to your investments, and digital tools to help you stay on track, I can help you feel confident, connected and always in control of your financial life.

Areas of focus

  • Retirement Income Strategies
  • Charitable Giving
  • Family Finances
  • Investments
  • Estate Planning Strategies
  • Wealth Preservation Strategies
29
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
  • APMA® Accredited Portfolio Management Advisor℠

Education

  • B.A. Finance, 1984-University of Illinois at Urbana-Champaign
  • MBA, 1991, Boston University, Graduate School of Management

Interests

  • Interests: Reading, Swimming, Cycling, Golf, and Tennis
  • Married: Wife Margaret, two (2) children, ages 16 and 19
  • I have been fortunate to travel to Europe, Russia, The Middle East, India and Southeast Asia

Community participation

  • Volunteer- Cameron Senior Center- Westford, MA and Nashua So

Previous experience

  • Bay Financial Associates, Waltham, MA, 1992-1996
  • Banc of America Investment Services, Inc., 1996-2009