I am committed to helping my clients achieve their financial goals, as I have done for my family. After a 25+ year corporate career, culminating as a Vice President for a Fortune 500 company, I have transitioned my focus to helping others beat the challenges of today’s dynamic and, at times, volatile financial landscape with greater certainty.
I started my wealth management practice and joined The Bulfinch Group in order to provide holistic wealth management services. My team and I align with successful individuals and families, corporate executives, small business owners and professionals in building financial confidence that reduces stress and increases financial freedom, now and in the future. I help meet the needs of my clients through experience, focusing primarily on wealth accumulation and asset protection strategies.
I received my MBA from Babson College and my BS in Finance from Bentley University. I currently reside in Foxborough with my wife Lori. I enjoy playing golf, rooting for Boston sports teams and spending time on Cape Cod.
Registered Representative & Investment Advisor of Park Avenue Securities, Financial Representative of Guardian, CA Insurance License Number - 4128503.