LPL Financial Advisor in Massachusetts
- Comprehensive Financial Planning
- Custom Investment Portfolios
Series 6, 7, 63, 66
Registered in CA, CT, FL, MA, ME, NH, NJ, NY
Licenses held at LPL Financial.
- Fordham University B.S., Business Administration – Finance & Marketing, Bronx NY, 2002 – 2006.
- Saint John’s High School, Shrewsbury MA, 1998 – 2002
“Winning is a habit. Watch your thoughts, they become your beliefs. Watch your beliefs, they become your words. Watch your words, they become your actions. Watch your actions, they become your habits. Watch your habits, they become your character.”
– Vince Lombardi
At LPL and Gateway Financial Partners, I work with people, their families and their businesses to help them define and pursue their financial goals in an increasingly complex financial world.
My practice involves taking a holistic approach to personal finance and providing prudent recommendations that take into consideration feelings and objectives while upholding the highest ethical standards. Long-term relationships are built on the trust I aim to earn through integrity, hard work and service.
My areas of focus include Retirement Planning, Qualified Plans including IRAs and 401(k), Estates and Trusts, Investment Planning, Asset Allocation, Manager Selection, Equities and Fixed Income.
I strive to help each one of my clients plan for a financial future in a way that best meets his or her goals. In addition to helping my clients, I am committed to helping my local community.
I am currently involved with numerous organizations in Central MA such as coaching youth basketball at The Friendly House, a Director of the Worcester Rotary Club and a member of the Worcester Young Businessmen’s Association.
Away from the office I also enjoy golfing, traveling and spending time with friends and family. My wife Jennifer and I live in Worcester, MA with our two daughters.