My profile

Saving for the future

Whether you’re buying your first home, saving for college or planning for retirement, you don’t have to navigate the future alone. I help you make sense of your finances with advice and investment ideas that fit your life, your goals and your comfort with risk.

Ready to learn more? Let’s start with a complimentary initial consultation to talk about how I can help you move closer to your financial goals.


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17
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Investments
  • Wealth Preservation Strategies
  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Family Finances
  • Cash Flow Management Strategies

Education

  • B.S., Boston College 1993

Awards & recognition

  • Ameriprise Client Experience Award, 2021-2022
  • Five Star Wealth Manager, 2014-2015

Interests

I love spending time with my wife and 3 children. In my spare time, I enjoy playing golf and am a member of Winged Foot Golf Club. I am an avid football fan and like to travel.