My story begins as a boy with a bike and a pack of newspapers. The thrill of change in my pocket eventually developed into an interest in the stock market when I realized I could invest my paper route savings for college.

At the University of New Hampshire, I began building my understanding of finance and accounting principles and graduated with a business degree. From there, I developed my professional career as a CPA in New Hampshire before moving to New York City to continue my education and gain experience working in the financial markets. It was in New York City that I discovered the value of focusing on quality companies and a disciplined, long-term approach to investing.

With an MBA from Columbia Business School and over 25 years of business experience, I offer a wealth of experience and a depth of knowledge to empower my clients to make smart financial decisions.

While our team is available to help individuals, families and small business owners at any stage, I enjoy the challenge of working with goals-driven, long-term investors seeking a strategic approach to investing. Whether your goals include planning for or living in retirement, preparing for the unexpected, creating an estate or managing an inheritance, I dedicate my time to understanding what is important to you before you invest your money.

When I am not working with clients, I enjoy kayaking, fishing, spending time with my family, traveling and reading. My goal is to help you maximize time doing what matters most to you now and in the future, whether that means hiking the Appalachian Trail, finally writing that novel, perfecting a golf swing or simply spending time with friends and family.

It is an honor and a privilege to provide investment solutions for you. When we work together, it is all about your story, your money, your plan.

Focus areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Estate & Legacy Strategies
  • Wealth Strategies
  • Entrepreneurs & Business Owners
  • Employee Stock Options

My Personal Interests

  • Spending Time with Family
  • Hiking
  • Cycling
  • Traveling
  • Fishing

Office Information

Office Hours

Office Hours
Mon 09:00AM - 04:30PM
Tue 09:00AM - 04:30PM
Wed 09:00AM - 04:30PM
Thu 09:00AM - 04:30PM
Fri 09:00AM - 04:00PM
Sat By Appointment Only
Sun Closed

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