Our Team

Adjunct Professor, University of Massachusetts – Lowell Campus
Series 75, 24, 63, 66 – Wealth Manager, Registrations held with LPL Financial

I began my career as a Financial Advisor over 34 years ago. I’ve observed and worked through the roaring tech-driven bull market of the 1990’s, the bursting of the Dot Com bubble, the terrorist attacks of 9-11, the 49.2% 3-year bear market from February of 2000 to March of 2003, its ensuing tepid recovery, oil at $147 per barrel, the 2008 financial crisis, and this magnificent secular bull market that we are currently enjoying.

When people choose to work with me, I am both touched and honored by that decision. I owe clients my best effort, my best council, absolute attention to detail, and the best service my team and I can possibly provide. Working with clients continues to be a joy. It is exhilarating to help people address their financial goals and work toward financial independence. Over the duration of my career, I believe we have honed a process that is enormously beneficial to clients in every stage of their financial journey. I’d like nothing more than to help you.

In my spare time I read a lot. I enjoy music, nature, family and friends. I especially enjoy time with my family. I also like to travel within the United States and to watch football on TV, especially the Patriots.

I love my job as Relationship Manager here at Merrimack Valley Financial Services! My role is to make sure that I know our clients well enough to anticipate their service needs before they realize they need service. This is the highest level of attention that can be provided, but this is what I strive to do every day.

When I work with clients, I recognize that each person is special and unique, because they are – and I strive to make them feel that way.

In my free time I enjoy spending time with my family, wine-tasting, watching football, creative writing, and traveling.

I am deeply passionate about my role as a Business Processor and recognize that it is a vital part of overall business operations. It is my goal to produce error-free work when handling client paperwork, and to provide the specialized service that our clients deserve. This vital role has given me a valuable behind-the-scenes view of the wealth management industry. I continuously strive to learn, improve, and provide specialized support to clients, ensuring their needs are met with the highest level of care and professionalism.

In the future, I look forward to expanding my role here at Merrimack Valley Financial Services, by delivering impactful results, interacting with clients, supporting staff members, and assuming greater responsibility. I plan to continue my education by earning the certifications necessary to advance my career in Wealth Management. I couldn’t be more excited and grateful for the position I have, and the opportunities it has given me to advance in my career. In my time away from work I enjoy golfing, hiking, watching sports, serving my local church, and spending quality time with family and friends.