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

Areas of focus

  • Investments
  • Estate Planning Strategies
  • Retirement Income Strategies
  • Retirement Planning Strategies
  • Retirement Plan Distribution
  • Saving for Education
20
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Education

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

Interests

I'm married to a wonderful wife and we have four lovely kids.

Its October 2021 and my 14 year old son, Peter, is starting Varsity tackle at 6'3", 215 pounds. It is beyond thrilling to watch him hit. My 11 year old son, James, is also playing football at 5'7", 141 pounds. Our two eldest are settling in to adult life and work after 4 years of college. This is a wonderful time in the lives of all four of our beloved children.

Once a year we go tuna and striper fishing at the Cape.

Our family enjoys target shooting with MP15 rifles and a variety of hand guns.

In our spare time, we raise cattle, hogs, sheep, chickens and turkeys.