Provide families and business owners with assistance in building their financial freedom through planning. Utilizing business skills, financial knowledge, and experience, I help clients establish and meet their short-term and long-term objectives. My goal is to become a lifetime resource for each and every client.
- Financial Planner
- In the Financial Services Industry since 1991
- Security Licensed in: CT, FL, KS, MA, MO, NH, NY, RI, VT, CA, CO, NC, VA, IL, PA
- Insurance Licensed in: CT, FL, IL, MA, NC, NY, PA, RI
- Life long resident of Duxbury, MA where he lives with his wife Nancy and 4 children
- Member of South Shore Chamber of Commerce, St. John's Church of Duxbury and Member of Duxbury Yacht Club
- Hobbies include Sailing, Tennis, Golf and Skiing as well as coaching basketball, soccer and lacrosse.