Team profile


You are not just another face in the crowd

You are unique, and so are your financial goals. That’s why we take the time to understand what’s truly important to you.

We can help you prepare for whatever life brings—both the expected and the unexpected—with personalized advice tailored to you.

We deliver personalized financial advice to help you achieve your goals, today and tomorrow, through our Confident Retirement® approach. Working together, we can help you feel more confident, connected, and in control of your financial life.

Areas of focus

  • Retirement Planning Strategies
  • Employee Stock Options
  • Sustainable and Responsible Investing
  • Executive Compensation and Benefit Strategies
  • Charitable Giving
  • Estate Planning Strategies
  • Investment Management
  • Tax Planning Strategies

Community participation

Participant and Team Organizer in the Walk for ALS in Worcester, MA (2012-Present)

Participant and Team Organizer in the Walk to Cure Diabetes in Boston, MA (2012-Present)

Volunteer at Marlborough Community Cupboard (2012-Present)