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
22
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.

17-year-old Peter and 13-year-old James played for the All-Cape Orchestra - James on violin, Peter on bass. Peter at 6'5", 240 pounds came in 8th for all heavyweight wrestlers in Massachusetts. James at 6'5", 215 enjoyed a fun basketball season. Now it's track and field for Pete and lacrosse for Jimmy.

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 enjoy striper, blues and tuna fishing and lobstering on the Cape.