Advisor profile


What you can expect when you work with me

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.

Get started
32
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Income Strategies
  • Charitable Giving
  • Family Finances
  • Investments
  • Estate Planning Strategies
  • Wealth Preservation Strategies

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • APMA™ Accredited Portfolio Management Advisor™

Education

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

Previous experience

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

Community participation

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

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