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
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Planning Strategies
  • Saving for Education
  • Wealth Preservation Strategies
  • Intergenerational Planning
  • Executive Compensation and Benefit Strategies




  • Bachelor of Arts, College of the Holy Cross, Worcester, Massachusetts

Awards & recognition

  • Five Star Wealth Manager, 2012, 2014, 2015


  • I'm married to a wonderful women, Jenny Pavlovich, and we have been blessed with three adorable girls - Julia, Emma, and Clara.
  • My wife runs a successful photography business out of our home when she isn't busy chasing around our girls.
  • My own love of cooking has translated down to my girls, who love joining me in the kitchen. They are going to make an excellent baker out of me one day!
  • We enjoy spending time outside as a family as well as a vacation to Disney World now and then.