Cliff joined our firm in 2025 as a Senior Wealth Advisor. Drawing on deep expertise and experience, he provides comprehensive guidance to clients across all areas of retirement planning.
Cliff began his financial services career in Massachusetts in 1983. His passion for helping retirees and individuals transitioning into retirement led him to concentrate in Elder Planning beginning in 1990 – a focus that has shaped much of his career.
Beyond his advisory work, Cliff has served on numerous local and national boards and committees dedicated to issues affecting seniors and retirees. He has written extensively, spoken to both public and professional audiences, and appeared as a guest on local media throughout his career.
He holds the Chartered Life Underwriter (CLU®) and Chartered Financial Consultant (ChFC®) designations from The American College of Financial Services and has been a member of the Society of Financial Service Professionals for more than 40 years.
An outdoor enthusiast, Cliff enjoys biking, running, hiking, and live music. He is also a boater and private pilot. In addition to his financial career, Cliff spent over 25 years in the Navy and Naval Reserves as a photographer and salvage diver, retiring in 2003. He and his wife Laurene divide their time between Scarborough, Maine, and St. Petersburg, Florida