I am passionate about helping families, businesses and organizations envision and realize their goals and objectives. In 26 states, I am privileged to serve; grateful to be their first choice when seeking help in crafting a realistic strategy to help them achieve their serious, long-term financial objectives.

I believe we must understand what you are working toward and your timetables before we develop that strategy and position your money. Living, college, retirement; working together, we can design the optimal holistic strategy to help you get there. We then address living in retirement, so you have more options when you are done working.

In 2008, I began my career at Edward Jones. I live in Westford, MA, and have two adult children and two grandchildren. I served on the Littleton Zoning Board of Appeals for six years and as president of the Littleton Rotary Club. I also served on The Littleton Town Finance Committee and as a trustee for the Tahattawan Masonic Lodge.

I served on the board of "Budget Buddies" and the Development Committee for the Virginia Thurston Healing Garden. I taught financial literacy at Littleton High School and provided performance sound management for three Open Door Theatre shows.

I earned a B.A. '74 from Northeastern, an Ed. M. from Harvard Ed School '77 and the AAMS™ designation in 2016. I enjoy leading retreats, DJing, group drumming, camping and cooking.

My Senior branch office administrator, Diane Baker, teams with me to provide exceptional client service.

Relationships are key, and I believe meeting face to face, by phone or virtually builds strong relationships. I would like to meet with you so I can share my approach to serving you and the commitment I make to my clients.

Let's schedule a conversation soon!

Focus areas

  • Retirement Savings Strategies
  • Business Retirement Plans
  • Wealth Strategies
  • Insurance & Annuities
  • College Savings
  • Estate & Legacy Strategies

My Personal Interests

  • Music
  • Dancing
  • Cooking
  • Movies & Entertainment
  • Fishing

Office Information

Office Hours

Office Hours
Mon 08:30AM - 05:00AM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 05:00PM
Fri 08:30AM - 05:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

Branch Team

Email Me

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