For practically three decades I've helped clients address their financial concerns and develop sound strategies by focusing on each individual's specific needs. With extensive experience thoughout major shifts in the markets, I have dedicated my career to delivering the personalized investment planning services that my clients and their families deserve. I work with high net worth individuals, families, and businesses to provide integrated wealth management and planning services. Integrity, objective advice, attention to detail, and unwavering concern for the well being of my clients are the hallmarks of my client service model. A majority of my clients are in the Metro Boston area.I earned my undergraduate degree in International Relations and Business at Boston University and worked extensively in banking prior to going into investment planning services. I hold the Series 7, 63, and 65 securities registrations. Giving back to the community is important to me. I am proud to have been on the boards and committees of Child Care Resource Center, Aveo Pharmaceuticals, Essex County Community Foundation, and the Cambridge Chamber of Commerce, My wife and I reside on the North Shore in beautiful Lynn, MA and our daughter presently lives in Phuket, Thailand. This Information is intended for use only by residents of MA, CT, FL, NH, NY, RI and OH.