My profile

Saving for the future

Whether you’re buying your first home, saving for college or planning for retirement, you don’t have to navigate the future alone. I help you make sense of your finances with advice and investment ideas that fit your life, your goals and your comfort with risk.

Ready to learn more? Let’s start with a complimentary initial consultation to talk about how I can help you move closer to your financial goals.


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24
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Tax Planning Strategies
  • Retirement Planning Strategies
  • Financial Planning for Small Business
  • Business Retirement Plans
  • Family Finances
  • Wealth Preservation Strategies
  • Investments
  • Investment Management

Education

  • Bentley University: Masters of Science - Taxation
  • Rivier University: Masters of Business Administration
  • Merrimack College: Bachelor of Science - Accounting

Awards & recognition

  • Main Street Financial Services, Ameriprise Client Experience Award, 2020-2024
  • Ameriprise Ultimate Digital Excellence Award, 2022-2024

Professional associations

  • Morgan Franklin Fellowship
  • Southern NH Home Builders Association

Community participation

  • Treasurer of Southern New Hampshire Homebuilders Association
  • Member of Greater Salem Chamber of Commerce - Past chairman of the board
  • Morgan Franklin Fellowship
  • Member of Derry/Salem Elks Club
  • Knight of Columbus

Interests

Golfer

Boater

Hiker

Patriots fan