I am a financial advisor with Charter Oak Financial, a firm with a proud history dating back to 1886. I focus my practice on helping families and business owners develop comprehensive financial plans tailored to their insurance and investment needs. I also specialize in creating retirement income strategies designed to help clients feel confident about their financial future.

Before joining Charter Oak Financial, I served in the United States Marine Corps and worked as a real estate broker, experiences that shaped my disciplined, client-focused approach to financial planning.

Outside of the office, I spend my time striving to be the best husband and father I can be. I enjoy fishing, traveling in my RV, and cheering on my favorite Boston sports teams, including the Red Sox, Patriots, and Bruins.

Areas of Practice

Life Insurance
Retirement Planning—401k + Simple IRA
Retirement Income Planning—Managed Money + Annuities

Business/Civic Activities

Beavers Club of Western Mass., Member + Former President
Marine Corps League