My profile

Advice built around you — and your life

Your financial priorities are personal, and your plan should be too. We’ll partner together to clearly define what you’re working toward, follow your progress and make thoughtful adjustments as life changes — because it always does.

With regular check-ins and simple, secure digital access, your financial life stays organized and easy to manage. You’ll gain access to personalized investment solutions and ongoing advice that help you feel confident and supported at every stage.

Ready to learn more? Getting started is as easy as scheduling a complimentary initial consultation.

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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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