Advisor profile


We care about what’s important to you

Your financial goals are individual, and I can help you achieve them.

I take the time to understand what’s truly important to you — whether it’s saving for college, retiring the way you want, making smart investments or anything else.

The personalized financial advice I offer can help you prepare for the expected and unexpected things in life. As a result, you can feel more confident, connected and in control of your financial life.

With the right financial advice, life can be brilliant.

Areas of focus

  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Investments
  • Small Business
  • Executive Compensation and Benefit Strategies
  • Saving for Education
  • Family Finances
20
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CLTC® Certified Long Term Care®
  • CRPC® Chartered Retirement Planning Counselor℠

Interests

I enjoy spending time with my family especially my 5 granddaughters

I love to travel

I enjoy cooking and entertaining family & friends

I am an avid gardner and spend many sunny days working in my yard

I like to listen to all genres of music (jazz, blues and rock)

I enjoy an occasional game of golf

I enjoy following the New England Patriots and the Boston Red Sox

Awards & recognition

  • Five Star Wealth Manager, 2013-2021

Previous experience

  • CEO, Ro-Jack's Food Stores, Inc, Mansfield, MA, 1995-2000