I am a financial advisor, holding two designations -- Certification in Long-Term Care and Certification in Social Security Claiming Strategies, licensed insurance agent and registered financial services representative. I advise businesses and individuals in all areas of financial services, with a compelling interest in socially conscious investing and providing retirement options through Lincoln Investment for Massachusetts state institutions, such as UMass, Mass General, and Cooley Dickinson Hospital. I strive to present information in a low-key, straightforward, understandable manner so that, together with my clients, we can determine the most appropriate ongoing options for their portfolio and insurance needs.
I became a financial advisor after an extensive career as a chemical engineer and international business manager. New England is my adopted home. I moved to Western Massachusetts from my home state of Montana. I was attracted to New England for its history and culture (the Boston Symphony!), and the beauty of the landscape. I have lived in Amherst for over thirty years and this is where my wife, Laurie, and I have raised our five children.
Designations & Licensing
- Registered Representative and Investment Adviser Representative since 2014
- Certification in Social Security Claiming Strategies (CSSCS)
- Certification in Long-Term Care (CLTC®)
- FINRA Series 6, 7, 63 and 65 securities registrations