Practice Snapshot
How I Help:
Asset Accumulation + Distribution
Who I Help:
- Families
- Professionals
- Small Business Owners
About Me:
My relationships with my clients—both new and old—are the foundation of my practice. My decades of experience as a registered investment advisor and a Certified Financial Planner™ (CFP®) allow me to offer a big-picture view of their current financial position, insurance planning, investment planning, tax management and estate planning options to establish personalized strategies that meet short- and long-term goals.
My additional education and training as a CLU (Certified Life Underwriter), ChFC® (Chartered Financial Consultant) and CASL (Chartered Adviser for Senior Living) enhances my knowledge of plan design and enables me to deliver exceptional service to the families, professionals and small-business owners I work with.
Overall, I consider my role in bringing financial confidence and overall organization to a client's financial world one to be treated with the utmost respect.
In the community, I am passionately involved with youth hockey player development. As a level 4 Certified USA hockey coach, I have been a coach with and director of the Gary Dineen hockey program (now called MassConn United) since 1995, and am the director of the GDHS 40-Hour Hockey School and coach with the Springfield Jr. Thunderbirds. My wife and I live in Westfield with our two 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.
