Advisor profile


My approach

Your financial goals are individual, and I can help you achieve them. I take the time to understand what’s truly important to you — whether it’s saving for college, retiring the way you want, making smart investments or anything else. The personalized financial advice I offer can help you prepare for the expected and unexpected things in life. As a result, you can feel more confident, connected and in control of your financial life. With the right financial advice, life can be brilliant.

Areas of focus

  • Retirement Planning Strategies
  • Saving for Education
  • Family Finances
  • Small Business
21
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner

Education

  • Drexel University, Philadelphia, PA B.S.B.A, 1980, Accounting & Finance

Interests

Home Renovations:  My wife and I are always working on home improvement projects.  In Connecticut, we renovated two homes.

Sports:  Play basketball and golf.

Gardening & Yard:  My lawn, flower and vegetable gardens are a passion.

 

Community participation

Co-Trustee of Hart Masconomet Foundation, a charitable organization dedicated to providing funding in the Topsfield area to support school and sporting activities for the advancement of children.