I attribute my rewarding career to my unwavering commitment to putting the needs of my clients first and providing exceptional, personalized service. Everyone deserves to be treated with respect and feel understood when it comes to their financial needs. Spending more than 30 years in the industry has taught me how to advise clients through various market cycles and help them understand both the risks and rewards of investing. Drawing on my experience, I develop personalized strategic solutions to address the complex needs of individuals and families who seek to build and maintain wealth.
I started my career at Prudential Securities as a financial advisor, and subsequently helped clients manage their wealth at Smith Barney, Wachovia Securities, and Wells Fargo advisors.
In addition to applicable securities registrations and insurance licenses, I earned a bachelor’s degree in political science from Boston University. Outside of the office, you might find me training for my next marathon to earn money for various charities or practicing Tae Kwon Do. I also enjoy reading about economic and political history, going to the shore, and spending time with my wife and two children.