Advisor profile

What you can expect when you work with me

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.

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

Areas of focus

  • Retirement Planning Strategies
  • Small Business
  • Saving for Education
  • Family Finances
  • Estate Planning Strategies


  • ChFC® Chartered Financial Consultant®
  • CLU® Chartered Life Underwriter®
  • AIF® Accredited Investment Fiduciary®
  • BFA Business Financial Advisor


  • B.A., Boston University, 1991
  • M.B.A., Boston University, 1997

Awards & recognition

  • Ameriprise Circle of Success, 2007, 2011

Community participation

Corporate sponsor of Warmlines in Newton, MA.

Coach, Newton Girls Softball

Coach, Newton YMCA Basketball


Spending time with my wife and three children

Playing sports including softball, football and basketball

Keeping physically fit with boot camp workouts