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
20
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
  • Wealth Preservation Strategies
  • Investments
  • Insurance
  • Family Finances
  • Estate Planning Strategies

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • APMA™ Accredited Portfolio Management Advisor™
  • CLTC® Certified Long Term Care®

Education

  • 1991 MEd Springfield College, Springfield, MA
  • 19891 BS Castelton State College, Castleton, VT

Awards & recognition

  • Five Star Wealth Manager, 2013-2022
  • Ultimate Digital Excellence Award, 2021

Honored to receive industry recognition

I’m honored to announce I’ve received a 2021 Five Star Wealth Manager award! This award recognizes wealth management professionals who provide excellent service to their clients.

Many thanks to my colleagues for their continued support, my clients for placing their trust in me, and Five Star Professionals for the recognition.

Community participation

Interests

Classical Music

Biking, hiking and outdoor activities

Community Service