I am passionate about providing a framework for good people to make smart financial decisions and helping enable them to achieve financial security.
As an Accredited Wealth Management Advisor, my clients are small business owners, families, high earners and retirees seeking strategic advice related to cash flow management, tax efficiencies and wealth and legacy strategies, and who appreciate guidance that is straightforward, common-sense and easy to understand. Every client is unique, and my branch team and I enjoy taking on complexities that require a broad range of experience.
How I Partner with My Clients
My sole purpose is to serve my clients' best interests, taking the time needed to get to know each client's goals, priorities, needs and current financial state before making recommendations. Using a defined process, I meet you where you are and on your own terms – while keeping you focused on what is most important to you.
Your financial strategy is tailored to your unique situation and goals. I have a disciplined investment approach with an emphasis on quality, and a clear process that ensures you feel understood, in control and ultimately secure in all aspects of your financial life.
A Few More Facts
When I am not helping my clients realize their financial dreams, you will find me highly involved with my church family and seeking opportunities to serve God. I also enjoy playing at the park with my two dogs, and I sometimes volunteer with CASA Boston. I love reading fiction, and I'm always trying to improve my chess game. I love live music and usually listen to '80s music and good ol' rock & roll.