Advisor profile


Personalized advice to help you achieve your goals

Your financial goals are unique, and I can help you achieve them. Together, we’ll document your goals, track your progress and adjust to whatever life brings — both the expected and the unexpected. With regular reviews of your goals, anytime access to your investments and digital tools to help you stay on track, we can help you feel more confident, connected and always in control of your financial life.

How to get started
20
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

Qualifications

  • CRPC™ Chartered Retirement Planning Counselor™
  • APMA™ Accredited Portfolio Management Advisor™

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.