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
32
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
  • Investment Management
  • Retirement Plan Distribution
  • Wealth Preservation Strategies

Education

  • Bachelor of Science - Business Administration - Northeastern University- 1989

Professional associations

  • SCORE, dedicated to helping small businesses

Previous experience

  • Senior Vice President, Fidelity Investments, Boston MA,, 1992-2021

Community participation

  • Weekapaug Foundation to Conservation

Interests

I enjoy time with his family, traveling, reading, and is fascinated by history. My favorite activities include, road biking, tennis, taking long walks and hiking.

My photos

1 albums
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