About My Practice
I founded Pathfinder Financial Group in order to provide financial planning and wealth management in an unbiased and cost effective manner. Much of my time is spent partnering with my clients to determine their life goals and how they may effectively use their wealth to bring their goals to fruition. I provide a complimentary one-hour consultation for all prospective clients. This is an opportunity to determine if your needs and my practice are appropriate for you.
Helping me keep up-to-date with the changes in the regulatory, tax and financial planning environment are my long-term memberships in the following professional organizations:
•Financial Planners Association (FPA)
•Boston Estate Planning Council (BEPC)
•National Association of Insurance Financial Advisors (NAIFA)
•Society of Financial Service Professionals (SFSP)
•Million Dollar Round Table (MDRT)
•Charter Member of the Professional Achievement in Continuing Education (PACE)
Practicing in the field of financial planning since 1983. I previously taught financial planning courses for the American College and was the Director of Financial Planning at Merrimack College, from March 1997 to June 2000.
Current Board Member since 2001 and Treasurer since 2004 for The Brain Aneurysm Foundation in Hanover, Massachusetts. This foundation helps families and survivors cope and overcome this dreaded disease. For further information on brain aneurysms, please go to www.bafound.org.
Registrations, Licenses, Certifications & Affiliations
Securities Registrations or Exam Qualifications
Series 7, 6, 24, 63, 65
Life insurance: MA, NH, Health/disability insurance: MA, NH, Fixed annuities: MA, NH, Variable annuities: MA, NH, RI, VA, FL, NY, ME
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Chartered Financial Consultant (ChFC®)
- Other - Accredited Estate Planner (AEP) & Charter Life Underwriter (CLU)
Securities America, Inc.
Securities are offered through Securities America, Inc. Member FINRA/SIPC. Advisory services offered through Securities America Advisors, Inc., an SEC Registered Investment Advisory Firm. Pathfinder Financial Group and Securities America are unaffiliated.. Trading instructions sent via e-mail may not be honored. Please contact my office at (978-518-3136) or Securities America, Inc. at (800) 747-6111 for all buy/sell orders. Please be advised that communications regarding trades in your account a
I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.