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 joined The Bulfinch Group as their culture and philosophy towards holistic wealth management mirrors my own. I work with 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. Some of the possible benefits of a client relationship may include:
- Wealth maximization
- Asset and income protection
- Coordination and alignment of corporate benefits
- Creating cash recovery strategies
- Education funding
- Maximizing retirement income
- Estate / charitable planning
- Risk management
I received my MBA from Babson College and my BS in Finance from Bentley University. I currently reside in Foxborough with my wife Lori and two college age boys. I enjoy playing golf, rooting for Boston sports teams and spending time on Cape Cod.
Field Representative of Guardian
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