I believe strongly that this is a relationship business. As such, my goal is to develop and nurture long term professional relationships based on honesty, trust, and mutual respect. I provide comprehensive financial planning to my clients. I view my role as critical in helping my clients achieve their goals by developing personal strategies for their unique financial situation.
After a successful 3-year succession planning process, I acquired the firm from Ronald Nathan in January of 2017. I absolutely love being a local small business owner. I am a graduate of Bentley College (BS) and Babson College (MBA).
In my spare time, I cherish the time spent with my loving and supportive wife Paula, and my daughters Lisa and Julia. I also enjoy landscaping, watching sporting events, grilling, reading and brewing beer.
Designations & Licensing
- Registered Representative and Investment Adviser Representative since 2009
- Accredited Investment Fiduciary ® / AIF®
- FINRA Series 6, 7, 24, 63 and 65 securities registrations
- Member of FSI and NTSA