Advisor profile

Personalized financial and investment strategies

 Let me help you build and preserve your wealth with a personalized investment strategy. With my experience providing ongoing financial advice and asset management strategies, I can help you formulate an approach to help strengthen your portfolio’s potential, meet your financial goals and suit your risk tolerance. My goal is to prepare your portfolio to help meet all market conditions, and regularly review and adapt your strategy as your life changes. Using our exclusive Confident Retirement® approach, we’ll work together to help you feel more confident, connected, and in control of your financial life. Want to learn more? I’m happy to meet 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

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


  • CPA Certified Public Accountant
  • CMFA® Certified Military Financial Advisor®


  • 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, 2021, 2022

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





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