As a financial advisor at Raymond James, I believe it's important to invest my time in understanding what's important to you before we ever talk about any plans or strategies. I use that information to then formulate a strategy to help accomplish those goals.
Raymond James has aligned their entire business structure to support the fact that clients' needs come first in terms of our priority. I and my local branch team are here to serve you in any capacity possible, and our home office team is there to support us each step along the way.
My primary goal is to help individual investors develop an investment strategy geared toward their unique, long-term goals. I work with a variety of clients with a primary focus on things such as saving for their child’s education costs, reducing taxes or planning for living in retirement.
I earned a Bachelor of Science degree in 2004 from Bentley University, majoring in finance. In addition, I received an MBA from the University of Massachusetts – Boston in 2008.
My wife, Allary, and I live in Norfolk, Massachusetts, with our two daughters, Saxin and Ilex.
I enjoy spending time with my family as often as possible. This time often involves a variety of activities such as hiking and kayaking. When I do have available time, I also enjoy golfing and working outdoors.
I am committed to making a difference in the communities that I serve, and I am inspired by the idea of helping people who are not sure how best to approach planning for their needs.
I look forward to the opportunity to earn your business and show you how myself and Raymond James can help you along your financial journey.
Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.