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
  • Retirement Income Strategies
  • Investments
  • Cash Flow Management Strategies
35
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner

Education

  • Masters of Education, 1977, American International College, Springfield MA
  • Bachelor of Arts, 1973, History, American International College, Springield MA

Interests

When not working with clients, I enjoy spending time with my wife, Nadine, and my two children, Zacharry and Zoe, who are high school students. We enjoy traveling internationally. Academic and sports activities, eating meals together (which I sometimes creatively prepare), playing sports in the backyard with friends and families are a big part of our lives.

I am committed to physical activity. I enjoy racquetball, basketball, biking, powerwalking and exercising at the gym.

Renewing friendships with high school buddies from Lynn and participating in AIC Alumni/Varsity Club events with college classmates is very important to me.

Community participation

I am active in the Town of Ludlow youth sports programs as a volunteer coach and have been for the last 11 years, which included baseball, basketball and soccer. I have been a volunteer panel member for the Community United Way of Pioneer Valley for 14 years. I have been a sponsor for Dana Farber Boston Marathon Jimmy Fund Walk and have been a contributor and participant in activites for the American Lung Association, MS and Special Olympics among other charities.