My profile

Saving for the future

Whether you’re buying your first home, saving for college or planning for retirement, you don’t have to navigate the future alone. I help you make sense of your finances with advice and investment ideas that fit your life, your goals and your comfort with risk.

Ready to learn more? Let’s start with a complimentary initial consultation to talk about how I can help you move closer to your financial goals.


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22
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
  • Investments
  • Tax Planning Strategies

Education

  • BS in Computer Science, Summa Cum Laude, Fitchburg State College, MA

Previous experience

  • Systems Analyst, Commonwealth of Massachusetts, Boston , MA, 1993-2003

Community participation

  • Helping the local community church with dinners and other fundraising events.
  • Sponsor numerous charities in a variety of events.

Interests

  • Traveling, South Africa, Costa Rica, Caribbean, Grand Canyon, Key West, and Jamaica.
  • Skiing and hiking around New Hampshire.
  • Working in our greenhouse and gardens. Enjoy projects around the house, decks, stonework, etc.
  • Participate in fundraising events for local animal shelters and other charities.

My photos

3 albums
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