Putting a clients' interests first is step one in developing any new relationships. My biggest joy as a financial advisor is partnering and celebrating when a client reaches their financial goals.

My prior career choices have been a training ground for developing skills that benefit my clientele:
- As a mortgage broker, I gained important knowledge of home transactions that allows me to council clients on savings strategies for their sometimes-largest asset.
- I owned and operated an insurance business that protected clients from the unexpected with home, auto and life. My father passed at an early age and I saw firsthand how life insurance helped protect a single parent with four young children. Life insurance planning to help protect loved ones continues to be a passion for me and my practice based on the real-life tragedy that my family experienced.

Now as a financial advisor with Edward Jones, I can truly give advice that is rooted in comprehensive knowledge of your financial needs.

My team is anchored by Tara Kane who is my office administrator. Her service skills are outstanding, and she continues to establish lifelong friendships with our clientele. Many of our clients marvel at her abilities and our teamwork. This supports our goal of our clients always feeling understood, cared for and comfortable with us and the strategy we develop together.

I was raised in nearby Greenfield, MA. After graduating from the University of MA in Amherst in 1983, I spent 25 years in Lake Tahoe and Sacramento, CA. This is where I met my wife, Suze, who was raised in Stratford, CT, and we have now been together for 27 years. We live together in our forever home in Southwick, MA with our Aussie-doodle dog child named Hollis. We like to toil in the yard and the garden and go kayaking and jet skiing in our local waterways. I also like to snow ski and golf when the weather is perfect. I look forward to meeting you and helping you and your family reach your financial goals.