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
21
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, 2021-2022

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 two youngest just finished training for football all summer. Peter is 16, 6’5", 240. Jimmy is 13, 6’3", 175. They both love the physical nature of football -- just like the bulls in our backyard!

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 also enjoy striper, blues and tuna fishing at the Cape.