Detailed planning is OUR CORE CAPABILITY
Although we didn’t grow up together, we have a lot in common. As longtime friends, colleagues, and Bostonians, we are big fans of the Pats, Bruins, and Red Sox. But we are bigger fans of our clients.
Planning retirement is like playing sports. Through the ups and downs, if your team complements each other and is truly focused on the end result – great things can happen. We have successfully worked together as a team for more than 18 years and we love helping our clients set and work toward achieving their goals.
We are dedicated to providing prompt, efficient, and courteous service regarding all your wealth management needs. We specialize in coaching transition strategies for individuals who are changing jobs or planning for retirement to help maximize their short- and long-term investment goals with personalized, strategic plans.
We manage all of the strategies and operations necessary to help ensure our clients’ financial success. And, we strive to make every experience with our clients positive and enjoyable regardless of how the markets may be trending at the time.
Meet our Financial Team
Financial Advisor, RJFS
With more than 20 years industry experience, including 14 years with Addison Avenue Investment Services, I understand that financial planning is not about beating the stock market or having more money than the next person; it is about achieving your hopes, dreams, goals and objectives. I am passionate about educating clients and helping them avoid making short-sighted financial mistakes without fully understanding the potential impact. I specialize in sequence planning and asset diversification for members in the Andover region. I also offer in-depth knowledge on employer-sponsored benefit plans including current and past 401(k)s.
I am a graduate of the University of Massachusetts with a degree in economics. In my spare time, I enjoy boating, hiking, and exploring with my family.
With more than 19 years in the financial services industry, I take great pride in providing high quality service to each client. I specialize in retirement planning and enjoy talking about 401(k)s, retirement strategies, and pension plans.
I have a Bachelor‘s degree in economics from the University of Massachusetts at Lowell. Outside of work, I enjoy fishing, family activities, and coaching youth hockey and baseball.