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Here to act in your best interests

About me

I have worked in finance for more than 25 years, and have been a financial planner since 2004. I use that experience to help my clients reach their goals and protect that success, both while they're building it and when it's been achieved.




Bachelor of Arts, Psychology - University College Dublin

Visit one of our Locations

Boston III - Newton

57 Wells Avenue

Suite 31

Newton, MA 02459

Boston II - Foxboro

16 Chestnut Street

Suite 220

Foxboro, MA 02035

Working with Us

The further you go in your financial life, the more complex it becomes. That’s why you need a partner who can help you plot a course. Whether you’re accumulating wealth, transitioning into retirement or strengthening your legacy, your financial planner is by your side along the way. From tax planning to estate planning, your planner can also tap into our in-house experts for an extra layer of financial planning insight as well as our client service associates who can provide you with additional resources and support.


Certain services provided on an educational and guidance basis only.

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