About Us

For most people, retirement represents the reward for decades of hard work, discipline, and sacrifice. But too often, I see people approach retirement with uncertainty—wondering if their savings will last, how taxes may affect their income, or what would happen if they ever needed long-term care.

My work is focused on helping people protect what they’ve spent a lifetime building.

As a financial professional with life insurance, annuities, and long‑term care insurance, I help individuals and families create strategies designed to provide stability, income, and protection throughout retirement. My goal is to simplify complex financial decisions and provide clarity so clients can move forward with confidence.

Many people spend decades focused on saving for retirement, but protection is just as important as growth. Unexpected healthcare costs, market volatility, and tax exposure can all impact the retirement people have worked so hard to achieve. Through careful planning and personalized strategies, I help clients address these risks so their retirement plans are built to withstand life’s uncertainties.

At the heart of my work is a simple belief: after working hard for most of their lives, people deserve a retirement that feels secure—not uncertain. My role is to help clients understand their options, protect their assets, and create a plan that supports their long-term financial well-being.

I proudly served in the United States Marine Corps, including a deployment to Iraq in 2006. My role was in communications, with time spent supporting an Explosive Ordnance Disposal Company, and I completed my service as a Sergeant (E-5).

During my time in the Marines, I learned the true meaning of leadership: looking out for those around you, especially people who may not know how to protect themselves. That experience shaped my approach to serving others, instilling a sense of discipline, responsibility, and mission-focused action that I carry into everything I do today.

Now, my mission has shifted to helping families make smart financial decisions. I focus on protecting people from costly mistakes and providing the guidance and clarity they need to feel confident about their financial future. Just as in the military, my goal is simple: serve with integrity and make a meaningful, positive impact in people’s lives.

I’ve been married for over 23 years to my amazing wife, who runs a thriving therapy practice. We have three wonderful children—our oldest recently graduated from Boston University, our middle daughter is active in color guard and choir, and our youngest son plays violin and golf. 

Family life keeps me grounded and reminds me every day why protecting what matters most—your loved ones and your future—is so important.

Our home is full of energy, laughter, and love, including four dogs who keep us on our toes. Whether it’s cheering at a recital, supporting athletic competitions, or enjoying quiet family time together, family is at the center of everything I do. These experiences continue to inspire how I approach helping clients—helping families protect what they’ve worked hard to build, plan for the future, and thrive together.