Philosophy

DGR Library
 

I am a native of Beverly, Massachusetts; my family has been in Beverly for five generations. I operate my business with the same values that built my home town: integrity, honesty, sincerity, and hard work. I believe in treating people how I would like to be treated and hold myself to very high standards of client service and satisfaction. That is why I chose to partner with Commonwealth Financial Network because the brand represents integrity, transparency and honesty - attributes that I always strive to uphold.

I do not look at what I do as simply enhancing a client's bottom line; it is so much more than that. My goal is to  empower my clients with the knowledge and confidence to make informed decisions about their investments and financial plan. I strive to enhance the quality of their lives; now and in the future.

My passion is financial literacy. I see myself as a coach and a teacher as much as a financial consultant. I use clear, plain language to ensure my clients understand the options I present, and will happily take the time to explain the details to give my clients comfort when they are making decisions about their financial lives.

Everyone deserves to be respected, informed, and heard. My clients should not expect anything less. Part of my job is to be down-to-earth, friendly, and a good listener. I have been in the business for a long time and has encountered a mix of different attitudes and market cycles. I can offer a perspective that will help to keep you on an even keel through the ups and downs.

I understand that investing is more than just a numbers game. There's emotion involved. People assign different values to money and approach investing for many different reasons. The so-called “best” investments aren't necessarily the best for everyone. It's essential that I get to know you. I will ask you a lot of questions so that I can learn about you as a person, and your financial plan will be very specific to you.

I practice time-tested financial approaches and I follow prudent financial principals. No gimmicks, no games, just time-tested investment options and professional financial guidance that can help you overcome obstacles to enjoying the success that you have earned. As your needs or financial picture changes, I will work with you to adjust your course of action accordingly.