My Background

I am a Senior Financial Advisor with John Hancock Financial Network’s* Wellesley Hills firm.  I joined the Wellesley Hills firm after graduating from Babson College in Wellesley, Massachusetts in 1993.  Shortly after joining the firm, I acquired the Certified Financial Planner™ certification and I have built my practice through the use of comprehensive financial strategies to assist my clients in reaching their goals.
 
My first step is to gain an understanding of my client’s current financial situation, taking into consideration their goals and objectives.  Then, I make recommendations and assist in implementing solutions tailored to each client’s unique issues and needs. Personal relationships are my main focus; as I pride myself on being a resource to my clients and on building long lasting relationships. As a Senior Financial Advisor, I am able to provide a wide array of investment and insurance strategies, and through an extensive network of CPA’s, attorneys and other experienced professionals, I am able to design strategies for the various stages of my clients’ lives.
 
In addition to working with my clients, I believe in giving back to the community.  I am currently the Treasurer of the Boston chapter of the National Association of Insurance and Financial Advisors. An active volunteer, I have been a proud sponsor of various Set Sail, Spaulding Rehabilitation Hospital Network's annual benefit for the Dr. Charles H. Weingarten Adaptive Sports and Recreation Program, a program that provides high challenge water and land activities that help people of all ages meet their rehabilitation goals.and reach their highest level of function, independence, and performance in the community.or the last few years, as well as Cycle for Haylee, a bicycle ride to raise money for the Cystic Fibrosis Foundation. I was born and raised in Worcester, Massachusetts and I currently reside in Ashland with my wife, Joy, and daughter, Ashley.