I serve on the Board of Directors and Executive Committee as Vice Chairman

Our wealth management practice specializes in working with individuals and mult-generational families in providing guidance with investment, financial, and income generating strategies.Prior to joining Measured Wealth, I spent over 30 years in the banking and financial services industry. Including 5 years as VP of Special Assets (workout) for Bank One and Bank of Boston, 9 years as Chief Financial Officer for State Street Discount, Inc, and 6 years as a Financial Advisor for Merrill Lynch. IFS Securities, Inc., member FINRA/ MSRB/ SIPC, is a registered broker-dealer.Investment Advisory Services offered by Measured Wealth Private Client Group, LLC. IFS Securities and Measured Wealth Private Client Group are not affiliated.Securities offered through IFS Securities are NOT FDIC INSURED, NOT BANK GUARANTEED, and MAY LOSE VALUE. Please contact your Financial Advisor for information regarding specific investments. IFS Securities, reserves the right to monitor all electronic correspondence.

Wealth Management and Financial Planning

Serve on the Board of Directors for the primary purpose of providing guidance and support in establishing a major fundraising campaign to sustain one of a few non-collecting museums in New England .

Serve on the committee that is assists in recruiting new team members to the finance effort and raising resources for the campaign.

Responsible for recruiting new team members to the finance effort and raising resources for the campaign.

Established a wealth management advisory practice focusing in providing financial advisory and investment services to high net worth medical professionals and business executives throughout the United States.Services included retirement accounts, trusts, annuities and insurance.

Have served on the Board for 7 years.

Town chair for Senator McCain's Presidential Campaign

Oversaw all aspects of financial reporting, human resources and politcal lobbying efforts for $35MM company, including financial preparation, retirement investments monitoring and education, cash management, property and casualty insurance and health benefits.

Oversaw portfolios totaling over $200,000,000 of non-performing assets a six year period for banks that were eventually closed by the FDIC. Assets including radio stations, hotels, congregate care centers, and other commercial properties throughout the United States.