A graduate of the Massachusetts Institute of Technology Sloan School of Management I have over 20 years of experience advising clients in many capacities. My education, personal and professional experiences equip me with the ability to understand client’s issues and to develop solutions aligned with their needs.

 I am committed to building long-term relationships with my clients and helping them reach their goals is my number one priority. I am prepared to assist you with their financial plans as you:

• Define your personal financial goals.
• Develop a financial strategy that can help you achieve these goals.
• Suggest suitable products and solutions based on your own tolerance for risk and your time-frame.
• Implement your strategy with products and services that help meet your needs.

 Being a fiduciary with a broad knowledge of financial products help give my clients the confidence they need when working with a financial professional. My personal goal is to become a lifetime resource for each and every client, taking interest solely in their own financial wellbeing.