Advisor profile


What you can expect when you work with me

 My purpose is to help you feel confident, connected and in control of your financial life. 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. Request a consultation

Areas of focus

  • Retirement Planning Strategies
  • Saving for Education
  • Family Finances
  • Estate Planning Strategies
  • Wealth Preservation Strategies
  • Intergenerational Planning
  • Investments
  • Retirement Plan Distribution
31
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
  • ChFC® Chartered Financial Consultant®

Education

  • MS in Financial Planning, The College for Financial Planning, Denver, CO, 2012
  • BS in Mech. Engineering, Worcester Polytechnic Institute, Worcester, MA, 1983

Interests

I have been married to my wife, Karen, for 35 years. We have 3 sons that are 30, 26, and 22 years old. Besides my family, my greatest passion is playing golf. I also enjoy listening to music and have played the classical guitar for more than 40 years. I recently completed my masters degree in financial planning from The College for Financial Planning in May of 2012. Prior to becoming a financial advisor, I worked as a mechanical engineer for 7 years.