Thirteen years after graduating from Stonehill College and many years of learning, growing, and providing advice to mainly pre-retirees, I began to realize that there is a need to help people much, much earlier in their lives. I even wish I had a financial coach for myself to eliminate emotional decisions that I made in my mid-twenties. Within the past few years, my friends and others around me were all sharing success stories, but when it came to their finances, seemed to be on an island or asking too many people for pieces of advice, and not just one central source. I strongly believe that if clients who are in the emerging stage of their lives hire an advisory team that is in that same growth space, great things will happen.
Through my practice, I continue to work with retirees and their needs. In addition, I have founded an emerging wealth brand under Pinnacle (Site), which serves the needs of the up-and-coming.
Learn More About Me
If you had to choose a game seven between the Sox, Celtics, Bruins or the Superbowl, and could only pick one, what would you choose?
That's tough, but nothing beats a game seven, so I'd say Bruins. It's close.
What’s the most likely place people could find you on a Saturday night?
Nowadays, Saturdays consist of basketball and hockey practice for my two sons, Lucas and Brooks. By the time Amanda and I settle in, wine and a movie or good series is my usual Saturday night. Crazy, I know.
If you had to choose a type of food to eat for the rest of your life, and couldn't choose another, which would it be?
Pizza. You can make it different ways to change it up. Easy choice.
What's the best advice you've been given?
Play in traffic. Not literally, but it means that in anything you do, don't be afraid to try it as opposed to always trying to perfect it before you try. You will learn more by making mistakes and playing in traffic, than you will on the sidewalk waiting for the perfect time. It can be applied to anything in life.