Personal
I have been a resident of Needham Massachusetts since 1987, I reside there with my wife Nancy, and feel very connected to the community where we raised our 3 children: Matt, Shelby and Davis.
As my children were growing up in Needham, I decided to put my energies into giving back to the community through youth sports. I coached for Needham Youth Lacrosse, and directed the program from its infancy, and developed it for 12 years. My passion for lacrosse dates back to my college days of playing lacrosse at Ithaca College.
My son Matt, Ithaca College 09, is a Wealth Management Advisor with Northwestern Mutual in our Tri-Harbor Agency. Matt is married to Dana, and we love spending time with our 2 grandchildren. My daughter Shelby after graduating from UNION COLLEGE '11, did a Fellowship in Ecuador with the Yanapuma Foundation. She has her Masters in Early Childhood Ed and she and her husband Eric reside in West Hartford, CT with their daughter Delilah. Our son Davis and his wife Lucy, got married New Years Eve '22 in Oregon and they live and work in Amsterdam, Netherlands, so we have had fun visiting them.
My personal passion is cycling. I am one of the founding members of the HPG Biking Club. I have been cycling for over 30 years now, and I do not go many places WITHOUT my bike! Looking forward to where my next bike excursion will be!
I have used my cycling abilities to raise money for various causes. I participated in the Pan Mass Challenge for 18 years, and I have done the MS Bike & Hike the Berkshires for 5 years. I also completed the Boston Marathon for the Dana Farber Cancer Institute, where I was paired with a family who had lost a loved one recently. Most recently was The Israel Ride www.israelride.org raising money for the Arava Institute. It gives me great pride in knowing that I can use my athletic ability to give back, and also raise a lot of money for these great causes.
.
Professional
I'm committed to helping you get closer to your dreams. When you partner with me, you can expect a judgment-free, pressure-free environment with conversations that will be jargon-free. I strive to provide you the best experience possible.
Years of Experience
Representing Northwestern Mutual since 1991.
Education
Ithaca College - Business (Bachelor of Science)
Awards and Recognition
- Million Dollar Round Table Provisional Member 1995
- MDRT is the premier association of financial professionals. MDRT status designation is granted for one year and members must apply every year to continue their affiliation with the MDRT
- Million Dollar Round Table Qualifying Member 1996-2003
- MDRT is the premier association of financial professionals. MDRT status designation is granted for one year and members must apply every year to continue their affiliation with the MDRT
- Million Dollar Round Table Qualifying/Life Member 2004-2019
- MDRT is the premier association of financial professionals. MDRT status designation is granted for one year and members must apply every year to continue their affiliation with the MDRT
- National Association of Insurance and Financial Advisors Quality Award 2011-2015
- Award recognizing commitment to excellence in service to clients and industry
- National Quality Award 1994-2010
- Award recognizing persistency and performance
National Sales Achievement Award 1996-1998, 2000
Award recognizing performance
Lending a hand in my community.
As part of Northwestern Mutual, I'm proud to help accelerate the search for better childhood cancer treatments while supporting families undergoing treatment, and survivors from late effects. Here are some of the organizations we partner with:
Alex's Lemonade Stand Foundation for Childhood Cancer (ALSF)
ALSF funds cancer research, raises awareness, and supports the families of children with cancer. Since 2012, Northwestern Mutual, its employees, and financial professionals like me have donated more than $20 million to support ALSF and fund over 400,000 research hours.
Beads of Courage
Beads of Courage is an art-in-medicine program that helps kids with cancer tell their unique treatment story through colorful beads that are symbols of their courage.
National Association of Insurance and Financial Advisors
Member of the National Association of Insurance and Financial Advisors NAIFA. The mission of NAIFA is to advocate for a positive legislative and regulatory environment, enhance business and professional skills, and promote the ethical conduct of our members. NAIFA is a national nonprofit organization representing the interests of more than 60,000 insurance and financial advisors nationwide, through its federation of over 800 state and local associations. Founded in 1890, NAIFA is the nation's largest financial services membership association.
Here are my areas of expertise
Financial Planning
Insurance Protection Strategies
Life Insurance Strategies
Retirement Planning & Income Strategies
Education Planning & Funding
Disability Planning
Multigenerational Planning
Estate Planning
How Northwestern Mutual helps you live the life you want.
When people feel better about their money, good things happen—they become more confident and feel more secure. For more than 160 years, Northwestern Mutual has helped people achieve the financial flexibility they need to live more and worry less.
Being a mutual company means Northwestern Mutual reports to its clients, not Wall Street. They don't believe in chasing fads or taking undue risk for short-term gains. Instead, they take a long-term approach—both in the way we help people plan to reach their goals, and in the way they do business. This has served their clients (and mine) well through all kinds of economic ups and downs, including wars, recessions, even the recent pandemic.
It's why I'm happy to be part of a company that's in it for the long-haul and prioritizes clients over profit.
