Wealth Advisor
My focus is on assisting affluent clients preserve wealth, mitigate taxes, protect assets and realize their financial goals.
My passion for wealth management began when taking an 'Introduction to Personal Financial Planning' course while attending Bentley University in 1999. Since then, I have dedicated my career to expanding my financial advisory expertise and providing individuals and families with financial peace of mind.
With over 24 years of financial industry experience, I specialize in tax-efficient investing and comprehensive financial planning. I hold a Bachelor of Science in Finance from Bentley University and am a fully licensed Investment Advisor Representative, which holds me to a fiduciary standard to act in clients' best interests.
Outside the office, I enjoy rooting for my hometown team, the Buffalo Bills, and hosting friends and family at our summer home in Osterville on Cape Cod. I currently live in the City of Boston, in the Charlestown neighborhood, with my beautiful wife, Chrissy.
