I support our growth by educating prospective advisors about our vast resources and the ways they can become part of our great team. I enjoy sharing our story, culture and helping advisors see how our unique model can help them grow their business.

Our success is measured when advisors achieve the goals they set out for their businesses. We are honored to be able to work with some of the best advisors in the business and are thrilled when happy advisors refer us to other advisors.

My professional background I have over 20 years of experience helping advisors and RIAs grow their businesses. My knowledge of the various organizations including wall street banks, wire houses, and independent firms helps advisors as they explore the different models available in our industry.

Rounding out my life I grew up in New Hampshire and now reside on the South Shore of Massachusetts. I enjoy spending time with my wife and two daughters skiing, boating, biking and traveling.