I have more than 28 years of business management experience, with much of my career spent in the insurance and financial services industry. I joined Strategic Fianancial Services in 2011 to partner with my wife, Regina, and pusue my deep interest in investment management while helping others achieve financial success and greater financial freedom.
I earned a Bachelor's Degree in Human Resources and Management from the university of Massachusetts Dartmouth. I began my career in business with Stop & Shop Corporation and later entered the financial services industry with New York Life Insurance Company.
I believe in providing common-sense solutions to complicated financial issues and, above all, being dedicated to helping my clients. In my role as OSJ Principal of Strategic Financial Services, I am responsible for ensuring that the advisors and administrative staff under my supervision comply with all applicable federal and state regulations, FINRA rules and regulations, and Cambridge Investment Research policies and procedures.
Professional Credentials:
FINRA Series 7, Series 66, and Series 24 Licensed
OSJ Principal of Strategic Financial Services
Massachusetts Insurance Licensed
Member of the Financial Services Institute
Outside of work, I enjoy skiing, golfing, and traveling with my wife, Regina, our son Ryan, extended family, and friends. I’m a sports enthusiast and have been actively involved in my community for many years, including volunteering as a youth baseball, basketball, and football coach. I am a past Vice President of the Rockland High School Athletic Boosters and have served on the Baptism Team at Holy Family Church in Rockland, where I remain an active member.
Along with Regina and Ryan, I am committed to keeping the memory of my younger son, Jared, alive through organized events and a memorial scholarship. It is a meaningful way for our family to honor Jared’s life and make a positive difference in the lives of others.