Team profile

What you can expect when you work with us

The right financial advice can help prepare you for whatever life brings — both the expected and the unexpected.

When you work with us, 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.

Areas of focus

  • Sustainable and Responsible Investing
  • Wealth Preservation Strategies
  • Retirement Planning Strategies

Awards & recognition

  • Gage Wealth Advisors, Forbes Best-in-State Wealth Management Teams, 2023, 2024
  • Gage Wealth Advisors, Ameriprise Client Experience Award, 2022, 2023

Community participation

  • Sponsor: "The Second Step" Advisory Board, which enhances a supportive community to survivors of domestic violence (2015 - Present)
  • Participant: 2013 Ozzie's Kids, helping <1,000 children over the holidays
  • Sponsor: Coreen Nash in the 2013 Boston Marathon to benefit The Melanoma Foundation of New England
  • Sponsor: 2012 Newton 10k Race to benefit the Judith Rose Shea Foundation for Ovarian Cancer
  • Participant: 2011 Reach the Beach Relay, a 200mi relay race completed in 24 hours, with his team "The Orphan Striders" to support a non-profit orphanage in Colombia
  • St. Jude Walk/Run to End Childhood Cancer
  • Reach the Beach Relay