I have more than 25 years of experience in the financial services field. I started my career at State Street Bank as a mutual fund accountant and then as a manager, where I performed mutual fund pricing/reporting and worked with the foreign exchange and options markets.
I launched my financial planning practice in 1994, earning my CERTIFIED FINANCIAL PLANNER™ certification in 1996. I enjoy constructing investment portfolios designed to help clients pursue their financial goals. My financial planning practice focuses on retirement and education planning (both accumulation and distribution), income tax planning, risk management, and estate tax planning.
I attended Bentley University and Salem State College, where I earned my BS in finance.