As a financial advisor, I am fortunate to get up every morning and head to a job that I love. It is especially gratifying to work for a company so aligned with my belief that the client comes first.
At an early age, I was very fortunate to be taught about the power of saving, investing, budgeting and creating a comprehensive financial strategy. I love taking complex topics and tasks and turning them into simple, easy to understand ideas and plans, helping to address the many unmet needs of individual investors. I value personal relationships based on a deep understanding of your financial needs.
I work with a select group of individuals and businesses to help build, preserve and transfer wealth. As your financial advisor, I believe it's important to invest my time understanding what's important to you before you invest your money. Once I understand your priorities, I can help you identify specific financial strategies that help you work toward attaining your goals. My commitment to you is that we will partner together throughout your life to help keep you on track toward financial independence.
I live in North Andover, Massachusetts with my wife, Nicole, my two children, Gavin and Reese, and our golden retriever, Bentley. When not in the office, I am an avid golfer and especially enjoy spending time hiking and skiing with my family.