About Me

I have been providing customized wealth management strategies to my clients for more than 20 years.  I truly enjoy helping individual investors, corporate executives, and entrepreneurs manage their long-term wealth through proper planning.  I adhere to the simple, yet powerful concept that objective analysis, relevant guidance, and proactive implementation are key contributors to successful results.

I am dedicated to developing lasting relationships with my clients.  I believe in helping you assess your financial goals and manage your finances.  One of the benefits of working with me is my ability to provide clear, easily understood explanations of financial products and services.  The personalized program that I offer is a roadmap to working toward your desired financial future.

I earned a Bachelor of Science from the University of New Hampshire and hold the Accredited Asset Management Specialist^SM designation.  I currently live north of Boston with my wife and two children.  Outside the office, I enjoy most anything the outdoors has to offer.