Advisor profile


Personalized financial and investment strategies

Let me help you build and preserve your wealth with a personalized investment strategy. With my experience providing ongoing financial advice and asset management strategies, I can help you formulate an approach to help strengthen your portfolio’s potential, meet your financial goals and suit your risk tolerance. My goal is to prepare your portfolio to help meet all market conditions, and regularly review and adapt your strategy as your life changes. Using our exclusive Confident Retirement® approach, we’ll work together to help you feel more confident, connected, and in control of your financial life. Want to learn more? I’m happy to meet for a complimentary initial consultation whenever it’s convenient for you. Request a consultation
23
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
  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Cash Flow Management Strategies

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • ChFC® Chartered Financial Consultant®
  • APMA™ Accredited Portfolio Management Advisor™

Education

  • B.A., Economics, University of New Hampshire, Durham, New Hampshire
  • B.A., Political Science, University of New Hampshire, Durham, New Hampshire
  • Activities and Societies: Student Committee on Popular Entertainment (SCOPE) Student Activity Fee Co

Awards & recognition

  • Cadence Wealth Management Solutions, Forbes Best-in-State Wealth Management Teams, 2023-2024

Interests

I love spending time with my wonderful family including my wife Tamari and our sons Alex and Lucas. When I have a free moment, you’ll find me enjoying sports with my boys, a round of golf with friends or family, or getting my hands dirty in the garden!