My highest priority is getting you where you want to be. If it's an important goal for you, then it's important to me to help get you there. Whether you need a road map for retirement investing or want an answer to a specific financial challenge, I am available.

My goal is to provide the peace of mind that comes with knowing you have entrusted your financial future to a team of experienced professionals that cares about making your dreams a reality - regardless of the size of your portfolio.

I work with retirees, busy professionals and growing families who are motivated to achieve financial success or need help with the challenges that result from a life changing event.

For more than 18 years I have been involved in helping individuals and organizations tackle complex financial issues through a progressive career in mortgage banking. For the last ten years I have focused my practice on all aspects of retirement and investment planning and have published articles on a variety of financial planning issues.

I am a CHARTERED RETIREMENT PLANNING COUNSELOR(sm) and CERTIFIED FINANCIAL PLANNER™ Professional. I earned a Master of Science degree in Finance from Bentley College and an undergraduate honors degree from the University of Massachusetts.

Based on my credentials, education, and fee only practices I also hold a five-star quality rating from the Paladin Registry, earned by fewer than 3% of planners in the country.

I am never too busy to help you or someone you know and care about.