Advisor profile


My approach

Whether it’s saving to buy a home, traveling or simply feeling confident that you’ll be able to live the retirement you’ve worked hard for, having a sound investment strategy is key to achieving your financial goals. Using our exclusive Confident Retirement® approach, I work one-on-one with my clients to understand what’s most important to them. With an understanding of their risk tolerance and personal preferences, I can offer personalized advice that helps them balance important retirement income needs against the needs of today.

Areas of focus

  • Family Finances
  • Tax Planning Strategies
  • Retirement Planning Strategies
  • Investments
  • Saving for Education

Education

  • Merrimack College
  • Bachelors degree in Finance
  • North Andover, MA

Interests

  • Family
  • Football
  • Golf
  • Community Participation
  • Hiking/Running

Community participation

I am a volunteer football coach. As my playing career is in the past, I feel as though I need to give back to the community that has done so much for me. I also support the YMCA of Metro North in many of their races as a sponsor and runner.

  • Billerica Pop Warner
  • YMCA Metro North