Advisor profile


Personalized financial and investment strategies

 Let me help you build and preserve your wealth with a personalized investment strategy. With my experience providing ongoing financial advice and asset management strategies, I can help you formulate an approach to help strengthen your portfolio’s potential, meet your financial goals and suit your risk tolerance. My goal is to prepare your portfolio to help meet all market conditions, and regularly review and adapt your strategy as your life changes. Using our exclusive Confident Retirement® approach, we’ll work together to help you feel more confident, connected, and in control of your financial life. Want to learn more? I’m happy to meet for a complimentary initial consultation whenever it’s convenient for you. Request a consultation

Areas of focus

  • Retirement Planning Strategies
  • Investments
  • Insurance
  • Retirement Income Strategies
  • Cash Flow Management Strategies
  • Family Finances

Community participation

I am a founding member, on the Board of Directors, and Vice President for Valley Neighbors of Massachusetts. Valley Neighbors is a member-driven, non-profit 501(c)(3) organization which plans to offer local volunteer services and programs to seniors who wish to continue living independent, engaged lives in their homes and communities -with a little neighborly help. We are a community of neighbors helping each other with daily tasks such as:

Transportation

In-Home Services

Neighborly Visits and/or Phone Check-in

  • Valley Neighbors

Interests

Recreational basketball player, bicycle rider, downhill skier, and guitar player.

Longtime motorcycle owner.

Frequent Recreational Vehicle traveler with my wife Nancy, our two dogs, three children, and six grandchildren.