Advisor profile

What you can expect when you work with me

The right financial advice can help prepare you for whatever life brings — both the expected and the unexpected.

When you work with me, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress and investments.
  • Anytime access to your investments and digital tools to help you stay on track.

Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.

Get started
12
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Family Finances
  • Investment Management
  • Retirement Planning Strategies

Education

  • Bachelor of Science in Business Administration, Northeastern University, Boston, MA - 2003

Previous experience

  • Financial Advisor - Wells Fargo Advisors, 2012 - 2023

Community participation

Member of Congregation Sha'aray Shalom

Involved with Hingham Cub Scouts Pack 27

Event Volunteer with Foster Elementary School in Hingham

Interests

With as much time I spend helping my clients reach their goals, I always want to make sure I'm taking time to spend with my family. My main goal in life is to be the best father I can be to my two boys, Jack and Cole, and to be the best husband I can be to my wife, Alison. I love spending time with my family and taking my sons to their activities. I try to instill good values into them and share with them some of the things that I'm passionate about like music, drums and percussion, hiking, camping, preparedness, and travel. Also, as a homeowner, I'm trying to constantly improve my DIY skills.