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
14
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Tax Planning Strategies
  • Investment Management
  • Retirement Planning Strategies
  • Wealth Preservation Strategies
  • Small Business
  • Retirement Income Strategies
  • Estate Planning Strategies

Qualifications

  • Series 65, 63, 7, 6, 24, SIE - Securities Essential Examination

Education

  • Bachelor of Science, Leadership & Management, United States Military Academy, West Point, NY

Awards & recognition

  • Five Star Wealth Manager, 2018, 2019, 2020, 2021

Previous experience

  • United States Army, Infantry, Captain, 2005-2010

Interests

My interests primarily center around my family. I love watching them play sports; hockey, lacrosse and soccer. We enjoy skiing together in the winter and in the summer spending time on or around the water, usually on our sailboat out of Scituate Harbor. Outside of my family I enjoy playing golf and hockey with a group of good friends I have made since moving to the South Shore several years ago from New York.