Serves as a resource for advisors on issues involving estate, charitable, tax, social security, and education planning
Holds the Certified Advisor in Philanthropy® (CAP®) certification as well as the FINRA Series 7, 9, 10, and 63 securities registrations
Earned a bachelor’s degree from Endicott College, a JD from the University of San Diego, and an LLM (Master of Laws) in taxation with a focus on estate planning from Boston University; is currently pursuing an MS in financial planning from Bentley University
Has prior experience in positions at Bank of America Investment Services/Merrill Lynch and Investors Capital, as well as extensive operations experience at Commonwealth
