I'm a native Bostonian and graduate of Tufts University with over 30 years of experience in financial services. While I may not have seen it all, I've seen a lot. I'm proud to have guided my clients through some of the most volatile market conditions of their lifetime, and honored to serve multiple generations, many for over 25 years, helping them ensure continuity, transfer wealth, and fund private educations.
It's important to me that clients understand how my recommendations address their financial concerns and why they make sense for their unique situation. Many arrive with multiple retirement plans from prior and current employers, often without coordination. I excel at organizing and simplifying all the pieces of their puzzle, particularly in today's increasingly complex investment landscape.
As an Independent Investment Advisor Representative of Independent Financial Group, LLC, I can objectively tailor investment programs to each client's particular situation and timeframe, without the biases and constraints often placed on captive advisors by large firms.
I've been a distinguished member of The National Advisory Board of Dunham & Associates, Inc. Investment Council for over 25 years, and a Registered Representative of Independent Financial Group, LLC.
When I'm not working, you'll find me exploring new recipes, entertaining friends, or restoring my old diesel Mercedes. I'm also a proud father of two sons and grandfather to four.