A voice! How sweet it is to get a human voice when you call someone for help or guidance. At our office, we put the power of personal attention to work for you every day. I value personal relationships based on a deep understanding of your goals. I take the time to get to know you, your family, your concerns and your future aspirations before I help develop a financial strategy for you, and likewise, you will get to know me.

Originally from New York City, I moved to Vermont 40 years ago. I have been married to my best friend for 42 years. I have three adult children. I also have seven grandchildren and they call me Papa. It is the sweetest name I have ever been called. My world revolves around my family, my faith, my clients and my friends. I love to be outdoors, either boating or motorcycling. We love to travel and because we believe that every day is a gift, we do not count the days, we make the days count.

Whether you are planning for retirement, already there or perhaps just saving for your children or grandchildren’s education, I will work with you to develop specific strategies to help you achieve your goals. Let us not forget to discuss the “what ifs” in life to protect your hard work and secure a financial legacy to pass on to those you love. I recognize that we live in challenging times, so I offer secure virtual appointments using web conferencing technology whether you live in Greenfield, MA or Greenfield, CA.

My branch office administrator, Michelle Holhut, has been working with me for ten years and provides you with the highest level of service. She is happy to help with questions concerning your statement, dividends, stock certificates or any other administrative matters regarding your account in general.

Call and schedule an appointment today. We look forward to providing the level of service you desire and expect.
(413) 773-0070

Focus areas

  • Wealth Strategies
  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Portfolio Reviews
  • Insurance & Annuities
  • Entrepreneurs & Business Owners

My Personal Interests

  • Spending Time with Family
  • Traveling
  • Motorcycles
  • Animal Rescue
  • Outdoor Enthusiast

Office Information

Office Hours

Office Hours
Mon 08:30AM - 04:30PM
Tue 08:30AM - 04:30PM
Wed 08:30AM - 04:30PM
Thu 08:30AM - 04:30PM
Fri 08:30AM - 04:00PM
Sat By Appointment Only
Sun By Appointment Only

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Branch Team

Email Me

More to explore

Find your financial starting point

Planning your financial future? Our Starting Point tool can help you take the first steps.

Learn More

What are your priorities?

Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.

Take the My Priorities quiz

Weekly market wrap

A summary of last week's market highlights and economic news.

Learn More