We believe that it is important to listen to our clients in order to find out about their investment goals and create a strategy that will allow them to achieve those goals. I will then partner with you throughout our relationship to make changes to the strategy, if necessary, to keep you on track. I will work closely with your CPA, your attorney and other professionals to provide a well-crafted i
nvestment roadmap that will help guide you towards your financial goals. I will utilize both the tremendous resources at Edward Jones as well as my more than 30 years' experience in the financial services industry to provide you with an unparalleled level of service. On a personal level, I have a bachelor's degree in business administration from Adelphi University and have professional designations including Chartered Financial Consultant™, Chartered Life Underwriter™ and Accredited Asset Management Specialist™ (AAMS®)*. My wife, Debra, and I have lived in Framingham, MA since 1990 are have been blessed with three grown children. Outside of the office, I enjoy traveling, jogging and playing tennis. I am also a member and board member of both the Framingham Rotary and the MetroWest Chamber of Commerce.
*The College for Financial Planning awards the AAMS® designation to individuals who successfully complete a 12-module professional education program, pass a final examination, commit to its code of ethics and agree to pursue continuing education.
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