Practice Snapshot
How I Help:
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Who I Help:
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About Me:
Inspired by an uncle who was a successful businessman and do-it-yourself investor, I was attracted to all things financial while growing up. I became an avid reader of books on investing and dreamt of becoming a fund manager. I held onto this dream through college graduation, after which I immediately entered the financial services industry.
Presented with the opportunity to launch my own practice, I wasted no time. I studied for and obtained the Certified Financial Planner™ (CFP®) designation and dedicated my time and energy to building a practice that had a strong educational component at its core. I have been serving clients in the Pioneer Valley with retirement planning strategies ever since.
Taking my clients through the process of planning for their financial future gives me a chance to give back in many ways as a mentor, a guide and a coach. Through my Retirement Planning Today® course, I have taught more than a thousand local pre-retirees the basics of planning every aspect of their financial life— from investments to retirement income strategies, college planning and long term care planning, and everything in between.
Education takes a lot of the anxiety out of planning for the future. When people understand their personal finances, they are better able to make informed and unemotional decisions.
I reside in Longmeadow, Massachusetts with my family. My wife and I are strong supporters of charitable causes that help children.
A tailored approach
No two people are alike. Our process emphasizes what’s most important to you, and delivers solutions customized to your specific needs and goals.
Unique perspectives
By looking at things a little differently, we’re able to offer (and gain) the insights we feel are necessary to build understanding and trust.
Authentic relationships
Cultivating authentic relationships makes our work possible, not to mention worthwhile. We care, and it shows.
