With 13 years in the industry, I offer you an experienced investment professional that has been implementing wealth management strategies for high net worth families coming up with a sound financial plan.  I am a firm believer in getting to know my clients on a personal level so I have a full understanding of what is important to them.  I want to make sure I understand their life goals.  I will then develop an overall plan that encompasses investments, retirement needs, tax planning, estate planning, and insurance analysis.  My philosophy is simply to create a plan that provides risk management while helping keep you on track to reaching your goals with the proper investment strategy.

I am firmly committed to a long-term relationship and strive to deliver exceptional client service.  I will listen carefully to you to understand your goals, values, aspirations and concerns.

After graduating from Colby-Sawyer College with a Bachelor’s Degree I came back to the Boston area to settle down in the town I grew up in Waltham.  I began my financial services career at Fidelity Investments.  The experience of working for two very large financial firms with a focus this past decade of working with high net worth clients has provided me with the ability to handle complex financial situations for wealthy individuals.  I continued my education at Boston University obtaining my Certificate in Financial Planning and also obtaining my CFP designation. 

I believe a balanced life is essential for happiness.  As such, I am dedicated with my involvement in my community through being involved in many Youth organizations in Waltham.  In my spare time, I enjoy living an active life style while spending as much time as I can with my wife Jill who is my rock and our amazing 3 children.