Overview

25 years in Financial Services and Wealth Management working with organizations, businesses and high net worth families.  Concentrations center in the areas of public and private investments, as well as planning for insurance, estate, charitable and succession needs. Certified Financial Planner Designee. 

Currently supporting Boston, Lexington, New Bedford, Martha's Vineyard and New York

Upcoming speaking engagements

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Resources and event materials

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In the community

Treasurer, Bourne High School Soccer Booster Club