As a CERTIFIED FINANCIAL PLANNER™ professional and a Chartered Financial Consultant®, I believe that it's critical to understand what's important to you. By understanding what's important, taking you through an established process and partnering with you throughout your life, we can help you achieve your long-term goals. We look forward to helping clients create customized approaches that help solve their financial needs such as retirement, paying for college, taxes and leaving a legacy for loved ones.

I have followed the financial markets my entire career, and I chose to make it my profession in 2014. After earning my undergraduate and graduate degrees from Northeastern University, I worked in education in Boston and San Diego and ultimately worked as a school principal in New York City. These experiences have helped shape and solidify my belief that everyone needs an approach tailored to their unique situation.

I live just a few miles from my office with my wife, Laura, and son, Elias. We love spending time outdoors playing golf, snowboarding and hiking across this beautiful state.

I serve as a mentor and coach for our newer financial advisors throughout New Hampshire. Additionally, I sit on the board of directors for the Exeter Area Chamber of Commerce and am proud to help support local businesses and non-profits.

My office is supported by branch office administrator Tracy Mrvos. Together, we believe in the power of personalized service. If you have questions or would like to discuss your financial situation, please contact us.

Focus areas

  • Wealth Strategies
  • Socially Conscious Investing
  • Estate & Legacy Strategies
  • Intergenerational Planning
  • Retirement Income Strategies
  • Portfolio Reviews

My Personal Interests

  • Coaching Sports
  • Cycling
  • Golfing
  • Snowboarding
  • Spending Time with Family

Office Information

Office Hours

Office Hours
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 03:00PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

Branch Team

Email Me

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