With over 25 years of experience in the financial services industry, I specialize in comprehensive, goals-based financial planning for individuals, families, business owners, and nonprofit organizations. My approach is rooted in education, transparency, and trust, helping clients make informed decisions that align with their values and long-term vision.
Since launching my career in 1997, I’ve worked with respected firms including Merrill Lynch, Edward Jones, Stoddard Financial, and Peabody Wealth Advisors. Today, I continue to guide clients through personalized strategies designed to help them pursue financial confidence and clarity.
Credentials & Education
- CERTIFIED FINANCIAL PLANNER™ (CFP®) Practitioner
- Series 7, 63, and 66 Registrations (held through LPL Financial)
- Licensed Life, Accident & Health Insurance Agent
- Certificate in Financial Planning – Boston University
- B.S. in Political Science – Salem State College
My Philosophy
Financial planning is more than numbers. It’s about people, purpose, and possibilities. I take the time to understand what truly matters to my clients, helping them navigate life’s financial decisions with clarity and confidence.
Community Engagement
Giving back has always been a guiding principle in my life. Inspired by my parents and a personal commitment to generosity, I’ve served in a variety of leadership and volunteer roles, including:
- Appointee – Peabody Community Development Authority (since 2017)
- Past Board Member – Peabody Area Chamber of Commerce
- Past Member – Board of Overseers, Salem State University
- Past Board Member – Citizens Inn
- Past President, Coach, and Director – Peabody Youth Girls Lacrosse
- Founding Member and Past Director – Northfields United Soccer
- Volunteer Coach – Peabody Youth Soccer
These experiences have strengthened my ties to the region and deepened my commitment to helping others, whether through financial guidance or direct community impact.
Life Beyond the Office
Outside of work, I enjoy spending time with my family exploring the outdoors of New England, reading, cooking, fishing, and coaching youth sports. I believe in lifelong learning and the value of staying curious and connected.
New England’s blend of mountains, beaches, and rich history makes it more than just home, it’s a place that continues to inspire me.
Why Work with Me?
- 25+ Years of Financial Services Experience
- Strong Local Roots and Community Leadership
- Fiduciary Commitment as a CFP® Professional
- Personalized, Education-First Planning Approach
Let’s build a financial future that reflects your goals, values, and dreams