About Me:

I became a financial advisor to help you and your family achieve the financial means to support the lifestyle you want now, and in the future.

Prior to becoming a financial advisor, I spent over three decades inside the financial services industry and was frequently asked to contribute to industry publications and speak at industry events across the country.

I have also earned the CFA® professional designation. This distinction, combined with my years of experience, uniquely align me to help you achieve your financial goals.

The Clients I Serve:

I thrive on working with individuals who are serious about achieving their financial goals, who are looking for someone with the strategies and experience to help them reach those goals. In particular, I work with people who are working toward or are in retirement, families planning for college, professionals of all ages and institutions needing guidance on managing endowments.

How I Partner With My Clients:

As a financial advisor, I believe that it’s important to invest my time in understanding what you’re working toward before you invest your money. Working together, we will combine my financial knowledge and experience with your individual goals to create a customized financial strategy.

A Few Fun Facts:

I have rafted the Grand Canyon two times and I love all things water (oceans, rivers, etc.). I was in a plane "crash" in Alaska in 1999.

I played volleyball for about 30 years and met many of my close lifetime friends.

I volunteer on the board of several non-profits and serve on the finance committee in my home town of Ipswich.

My favorite food is my wife’s mac and cheese, and I consider our children, Anthony and Amelia, my biggest accomplishment.

If you would like to discuss how I am able to help, please feel free to message me on LinkedIn or contact me at:

Email: [email protected]
Phone: (978) 356-3002

Focus areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Wealth Strategies
  • Estate & Legacy Strategies
  • Divorce Finances
  • Charitable Giving

My Personal Interests

  • Community Outreach
  • Spending Time with Family
  • Reading
  • Active Lifestyle
  • Volleyball

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

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