Traditional values are at the center of how I do business. I believe in a hands-on, client-first approach in which your priorities are my priorities, doing what’s right is always the right decision, and a handshake has real value. My focus is building a lasting relationship with you, striving to help change your future in a positive way and help set up you and your family for success for generations. I take pride in developing custom strategies for you and helping you navigate complex financial situations. I’ll be by your side as a trusted colleague you can count on for advice and reassurance, and I’m committed to being your first call when you have questions. I believe the reason that 100 percent of my clients are from referrals is evidence of my integrity, experience and exceptional level of personal service and attention to detail.
I believe my deep financial experience and diverse background gives me a different perspective, strong financial insight and a range of capabilities you can rely on to help you make informed decisions about your financial life and financial future. I have nearly 40 years of investment, management and consulting experience with public and private companies.
My parents were Boston natives, and I was raised on Cape Cod, where I still live today. I’m a former trustee of the Thompson Island and Hurricane Island Outward Bound schools, and former member of the investment committee of the Cape Cod Foundation. I continue to stay active in my community, and in my spare time I enjoy golf, sailing, tennis and cruising Buzzards Bay on my boat, Blue Yonder, named for my beloved father who was an Air Force officer.