With over three decades of experience in the financial services industry, I specialize in helping individuals, families, and businesses—both large and small—plan for the future with clarity and confidence. This includes guiding small business owners through retirement plan strategies tailored to their unique needs, as well as offering support across college and estate planning, and insurance solutions. I believe in building strong relationships and providing personalized, actionable advice to help clients achieve their long-term goals.
I began my career at Merrill Lynch in 1989 after earning a Bachelor of Science in Finance/Investments from Babson College. Over the years, I’ve held leadership and advisory roles at Raymond James Financial Services and Banc of America Investment Services, and I currently serve as a founding partner of Northeast Investment Advisors, LLC in Framingham, MA.
I hold Series 7, 63, 24, and 65 registrations, along with an insurance license, and am securities licensed in 20 states including AZ, CA, CT, DC, FL, IL, MA, MD, ME, NC, NH, NJ, RI, SC, TX, UT, VA, and WA.