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Here to act in your best interests

About me

For over 30 years, I’ve been helping my clients achieve their financial short- and long-term goals and protect their loved ones. When I’m not in the office, I’m with my family hiking or kayaking, or I’m volunteering as a first responder in a variety of public safety roles. I’m also proud to be a trustee of a private foundation that provides low-cost loans to medical school students.


Chartered Financial Consultant®

Chartered Life Underwriter®

Qualified Financial Planner


Bachelor of Science, Psychology - Tufts University

Master of Business Administration - Babson College

Visit one of our Locations

Boston III - Newton

57 Wells Avenue

Suite 31

Newton, MA 02459

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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