Wealth Management Advisor
I help clients prepare financially for retirement and other major life goals. I work primarily with young families, business owners, and people approaching retirement—what we call the "red zone" years when your planning decisions matter most.
Why I Do This
When I started in financial services 24 years ago, I found something that combined that entrepreneurial drive with work I genuinely enjoy: helping people reach their goals.
I've always been strong in math, so working with numbers comes naturally to me. But what keeps me engaged isn't the calculations—it's the people. Meeting with clients year after year and seeing how the work we've done together helped their kids go to college or allowed them to retire with confidence—that's what makes this career meaningful.
What I Bring to the Table
One of my strengths is taking complicated planning strategies and breaking them down into simple, easy-to-understand terms. Financial planning doesn't need to be confusing, and I make it my job to ensure you actually understand what we're doing and why.
What fascinates me is how differently each client views money and planning based on their upbringing and past experiences. Some people are naturally conservative; others are comfortable taking risks. Some grew up with financial security; others saw their parents struggle. Understanding your perspective—where you're coming from—helps me provide better guidance for where you want to go.
The Credentials
I've been doing this for 24 years and hold Series 6, 7, 63, and 65 licenses through LPL Financial. I'm a Chartered Life Underwriter® (CLU®) and a CERTIFIED FINANCIAL PLANNER™ professional.
The Personal Side
I'm from Woburn, Massachusetts, and still live in the Boston area. When I'm not working, you'll find me on the golf course, playing basketball, working out, or watching football.