Our Team

With over 35 years of dedicated experience in the financial industry, I've made it my mission to empower individuals and families with the knowledge and tools they need to achieve their financial goals.

As a Chartered Life Underwriter (CLU), Retirement Income Certified Planner (RICP), Chartered Financial Consultant (ChFC), and Certified Financial Planner (CFP), I bring a comprehensive and highly credentialed approach to wealth management, tax strategy, retirement planning, and financial education. My passion for these areas drives me to educate as many people as possible, helping clients build confidence and develop effective strategies for their financial futures.

Beyond the office, I cherish spending time with my wonderful wife, Laura, our three boys, and our three delightful granddaughters. Family is at the heart of everything I do, and it’s a privilege to extend that sense of care and dedication to the 400 families I currently serve.

Whether you’re planning for retirement, navigating complex financial decisions, or simply looking to gain a better understanding of your financial landscape, I’m here to guide you every step of the way. Based in Massachusetts and Florida, I’m excited to help you achieve financial clarity and confidence.

In my role, I handle the day-to-day operations of our office, coordinate client services, and support our financial advisory team. My goal is to make your interactions with us as efficient and pleasant as possible, so you can focus on what truly matters: your financial future.

On a personal note, I’m also a proud parent to two young girls. Being a father has deepened my commitment to creating a positive impact in the lives of those around me, both professionally and personally.

I am passionate about finding the best ways to educate and serve our clients, making sure that each person we work with feels informed, supported, and confident in their financial journey.