Qualifications
For over 25 years I have provided personalized financial solutions for high-net worth individuals and families. Our customized wealth management solutions are designed for all stages of life. Every service and solution offered is directed toward helping preserve and enhance your wealth. Through relationships, expertise and world-class capabilities, it is my mission to help expand your opportunities and simplify your life.
As a financial advisor that specializes in business and personal wealth management planning solutions, I have pased the Series 7, 63 and 65 exams and hold my life, accident and health insurance licenses. I graduated from the University of Massachusetts with a Bachelor of Science degree from the Isenberg School of Management in Amherst.
Personal
All of our children are now grown, but we still get together to enjoy sailing and skiing. We support Boston Children’s Hospital, American Cancer Society and New England Disabled Sports.
