209 North Main Street // Andover, MA 01810
378 Middlesex Road // Tyngsborough, MA 01879
I am a Financial Advisor, Chartered Financial Consultant®, and Chartered Life Underwriter® with more than 35 years of experience in the financial industry. I focus on helping members navigate important financial decisions with confidence, including retirement planning, college planning, long-term care planning, and strategies designed to support their broader financial goals.
My approach begins with listening. I take time to understand each client’s goals, timeline, risk tolerance, and personal priorities, then use that information to help develop an individualized plan. I believe financial guidance should be educational, not transactional, and I work to build lasting trust by helping clients make informed decisions that are right for them.
Outside of work, I enjoy staying active in my community and volunteering through my local church and my children’s activities, including sports and Boy Scouts. I also enjoy spending time with my family, playing music, skiing, traveling, and reading.
Securities offered through Raymond James Financial Services, Inc., Member FINRA/SIPC, and are not insured by credit union insurance, the NCUA or any other government agency, are not deposits or obligations of the credit union, are not guaranteed by the credit union, and are subject to risks, including the possible loss of principal. Digital Federal Credit Union (DCU) is a division of First Technology Federal Credit Union. DCU, First Tech and Addison Avenue Investment Services are not registered broker/dealers and are independent of Raymond James Financial Services, Inc. Investment Advisory services offered through Raymond James Financial Services Advisors, Inc.