With over 15 years' experience, my branch team believes it's important to invest our time to understand what's most important to you.

We have an established process that produces an (annual) strategic review to help you reach your goals.

We partner together throughout your life to keep you on track.

How am I wired as a person?

I grew up from a large family. Michele and I have been married for over 30 years, and we have three children; Vincent is an estate lawyer, Ann Katherine is a nurse, and Martha Claire is in occupational therapy school. Our dog, Daisy, is 91 years old in human years; she is catching up with my father who is 95 years old.

I enjoy hiking, golfing, tennis and spending time with family and friends.

My clients are like family to me. I always remind them that my crystal ball in my conference room is out of order, and that I am not perfect by any means, but I do try hard for my clients.

Come see my team and let us show you "How we provide and bring value to you!"

Focus areas

  • Socially Conscious Investing
  • Retirement Savings Strategies
  • Entrepreneurs & Business Owners
  • Business Retirement Plans
  • Estate & Legacy Strategies
  • Wealth Strategies

My Personal Interests

  • Hiking
  • Golfing
  • Tennis
  • Spending Time with Family
  • Motorcycles

Office Information

Office Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 05:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Branch Team

Request an Appointment

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