As a financial advisor, I am fortunate to get up every morning and head to a job that I love. It is especially gratifying to work for a company so aligned with my belief that the client comes first.

At an early age, I was very fortunate to be taught about the power of saving, investing, budgeting and creating a comprehensive financial strategy. I love taking complex topics and tasks and turning them into simple, easy to understand ideas and plans, helping to solve the many unmet needs of individual investors. I value personal relationships based on a deep understanding of your unique financial needs.

I work with a select group of individuals and businesses to help build, protect and transfer wealth. As your financial advisor, I believe it's important to invest my time understanding what's important to you before you invest your money. Once I understand your priorities, I can help you identify specific financial strategies that help you work toward attaining your goals. My commitment to you is that we will partner together throughout your life to help keep you on track toward financial freedom.

I live in North Andover, MA with my wife, Nicole, my two children, Gavin and Reese, and our Golden Retriever, Logan. When not in the office, I am an avid golfer and especially enjoy spending time hiking and skiing with my family.

Focus areas

  • Portfolio Reviews
  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Wealth Strategies
  • Intergenerational Planning
  • Socially Conscious Investing

My Personal Interests

  • Golfing
  • Running
  • Skiing
  • Cycling

Office Information

Office Hours

Office Hours
Mon 08:00AM - 06:00PM
Tue 08:00AM - 06:00PM
Wed 08:00AM - 06:00PM
Thu 08:00AM - 06:00PM
Fri 08:00AM - 04:00PM
Sat By Appointment Only
Sun Closed
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