Since 1992, I have helped individuals, families, and small businesses achieve their financial goals by listening to each client and creating a WealthPlan designed to meet those goals. A high level of service and dedication to my clients’ best interests is my strongest underlying theme, and the most important element in the development of a lasting investment relationship.
I have a degree in business administration from Bryant University with a focus on finance. I began my career in the financial industry with Paine Webber, followed by A.G. Edwards and Raymond James. In 2020, I moved my practice to RBC Wealth Management.
I live in Hanover, Massachusetts with my wife, Heather. My daughter, Ryan, is a nurse at Boston Children’s Hospital in Boston; Colin works for Compass Real Estate in Boston; and Reagan and Sean attend school in Hanover. In my free time, I am active in youth sports and enjoy golfing, boating and spending time on the Cape with my family.