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
32
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Wealth Preservation Strategies
  • Sustainable and Responsible Investing
  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Investments

Education

  • St. Louis College of Pharmacy, degree in Business Chemistry and Pharmacy, St. Loius Missouri

Previous experience

  • Montano Securites Corporation, 1 year
  • Josephthal & Co, Inc, 8 years
  • Oppenheimer & Co, Inc, 22 years

Interests

I reside in Needham Ma with my wife Amy of 35 years. I have four loving children that are scattered amongst the US. I enjoy spending my free time socializing with my lifelong friends, particularly while enjoying some tasty meats from the smoker. I enjoy gardening and keeping up with my vegetable garden. I like taking long walks around a local lake on the weekends. I love spending time at the beach, as Amy and I make an annual trip to Aruba.

My photos

1 albums
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