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

Areas of focus

  • Retirement Planning Strategies
  • Investment Management
  • Retirement Plan Distribution
  • Retirement Income Strategies
  • Saving for Education
  • Insurance
  • Investments


  • APMA™ Accredited Portfolio Management Advisor™
  • Series 6, 7, 63, 65, Life and Health Licensed


  • Western New England University, Bachelor of Science - Business Administration, 1996

Awards & recognition

  • De Vivo Financial Group, Ameriprise Client Experience Award, 2020, 2021, 2022
  • Ameriprise Ultimate Digital Excellence Award, 2022

Previous experience

  • MSI Financial Services, Inc., Financial Services Executive, 2005-2017


Outside of work, I am a devoted family person and cherish spending time with my wife of 25 years and two children. I also have a passion for travel and enjoy exploring new places with my family whenever possible. In my free time, you can often find me on the golf course, where I enjoy the challenge and relaxation that the sport offers. These personal interests help me maintain a healthy work-life balance, which in turn allows me to bring my best self to my professional endeavors.