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

  • Investment Management
  • Tax Planning Strategies
  • Retirement Planning Strategies
  • Executive Compensation and Benefit Strategies
  • Business Retirement Plans
  • Wealth Preservation Strategies
9
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • APMA® Accredited Portfolio Management Advisor℠
  • Series 7, FINRA
  • Series 63, FINRA
  • Series 66, FINRA
  • Life, Accident & Health, NAIC

Education

  • Berklee College of Music; BA Music Business/Management, 2013

Interests

Helping people make progress and increase their odds of success in attaining their goals is my professional passion. In getting to know me on a personal level you will also see my focus on:

  • Family, friends, and my wife, Gaby.
  • Music, guitar and piano player.
  • All things outdoors.
  • Sports, playing and coaching.

Community participation

  • St. Francis House, Boston MA; helping staff distribute food and clothing to those in need.
  • Berklee Alumni Network; student career mentoring.
  • Cambridge Youth Lacrosse coach; non-profit organization committed to growing both boys and girls lacrosse in Cambridge through a combination of skill development, mini-games, and competitive play.

Awards & recognition

  • Ameriprise Client Experience Award, 2021

Previous experience

  • Advisor Consultant, Columbia Threadneedle Investments (subsidiary of Ameriprise Financial), 2015-2019
  • Investment Solutions, Fidelity Investments, 2013-2015