With over 20 years working in the financial services industry, I am dedicated to helping my clients pursue their financial needs by developing Comprehensive Investment Plans around their long-term goals. My extensive experience throughout major shifts in the markets enables me to help my clients structure balanced portfolios to address their specific financial goals.
I began my financial services career as a Technical Trader on Wall Street. Since then, I have worked at many financial institutions in the world including UBS, Morgan Stanley, Wells Fargo, and now LPL Financial. As a Wealth Advisor, it is my mission to employ investment strategies that meet my clients' needs by taking on the least amount of risk.
I earned a Bachelor's degree in Business Administration from the School of Management at the University of Massachusetts. Away from the office, I enjoy pickleball, backgammon, chess, table tennis, and boating. My wife, Amy, and I live in Highland Beach, Florida along with our son Matthew and dog Roxy.