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
  • Tax Planning Strategies
  • Investment Management
  • Intergenerational Planning
  • Insurance
  • Business Retirement Plans
  • Employee Stock Options
  • Financial Strategies for LGBTQ Couples and Families
  • Retirement Plan Distribution
  • Social Security Retirement Benefits
  • Executive Compensation and Benefit Strategies
  • Wealth Preservation Strategies
  • Domestic Partner Planning
  • Small Business
  • Cash Flow Management Strategies
  • Investments
  • Sustainable and Responsible Investing
  • Estate Planning Strategies
  • Charitable Giving
  • Saving for Education
  • Women's Financial Strategies
  • Retirement Income Strategies
  • Family Finances


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


  • University of New Hampshire - Bachelors of Science (BS)

Awards & recognition

  • Five Star Wealth Manager, 2020-2023

Previous experience

  • Fidelity Investments, 2004-2007, 2012
  • Macquarie Bank, 2009-2012
  • Pax World Investments, 2013-2017
  • Putnam Investments, 2007-2009

Community participation

  • 2017 Bubble Run, Supporting Soaring Beyond Expectation and Family in Transition.
  • Supporter of MSPCA Nevins Farm Methuen, Massachusetts.
  • Supporter of Great Dog Rescue Andover, Massachusetts.
  • Supporter of New Hampshire small dog rescue, Campton, New Hampshire.
  • Support of Hampton, NH youth sports teams.


  • I enjoy spending time with wife and three kids, friends and our three dogs.
  • I enjoy exercising, running, hiking, golfing, hockey, and sailing.
  • I love to travel and visit new places and experience and learn about new cultures.