As a investment advisor representative, My mission is to assist individuals, families and business owners in defining their financial goals and achieving financial freedom. I am trained and licensed to provide financial solutions to my clients and their families. My goal is to become a lifelong resource to my clients, and I am dedicated to assisting them through the various stages of their financial lives.
At Baystate Financial, I am able to utilize the team approach and draw upon the wealth of knowledge of my associates to create custom designed financial strategies for my clients.
I hold a BS in Business Administration from Peter T. Paul College of Business and Economics (frmly Whittemore School of Business) at the University of New Hampshire. I have investment advisory experience dating back to 2010 and hold Series 65, 6, 7 & 63 as well as Life, Accident & Health Licenses.
I live in Rye, NH with my wife Jen and my infant son Read. I am the Past-President of the Seacoast Rotary Club of Portsmouth.
During my free time, I enjoy playing guitar, golfing, skiing and watching movies.
Peter T. Paul College of Business and Economics (formerly Whittemore School of Business) at the University of New Hampshire. 1997-2001
Golf, Skiing, Playing Guitar, Fishing, Movies
High Tide BNI, Seacoast Rotary Club
Past President of the Seacoast Rotary Club (Portsmouth, NH), Race Co-Chair of the Turkey Trot 5k (Portsmouth, NH)
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