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
24
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Investments
  • Estate Planning Strategies
  • Retirement Income Strategies
  • Retirement Planning Strategies
  • Retirement Plan Distribution
  • Saving for Education

Education

  • 1984 Columbia College, Columbia University, NY, NY BA - Psychology/Economics
  • 1980 Deerfield Academy - Diploma

Awards & recognition

  • Ameriprise Ultimate Digital Excellence Award, 2021-2023

Interests

I’m married to an awesome Christian wife, and we have four lovely kids.

My two adult children are a schoolteacher and a machinist.

My 18-year-old, Peter, completely tore his ACL in the 6th game of the season, so he now has a 14-month rehab. In 2024, Pete tore his MCL, cartilage and broke his tibia in the 6th game of the season!! 6'8" 285 pound, 15-year-old, James, has now earned 5 Varsity letters and is training for track.

Our family has fun target shooting with a variety of rifles and handguns.

We raise cattle, hogs, sheep, chickens and turkeys on our farm.

We love going striper, fluke and tuna fishing and lobstering on the Cape.

My photos

1 albums
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