In 2016, after working as an investment advisor at larger institutions for over ten years, I knew it was time to move to an independent firm with greater capabilities. I love what I do, and it was important for me to be able to customize the technology and investments used with my clients and continue to put their interests ahead of any corporation’s or my own. The move was to provide a financial planning experience with a service model for the two types of clients that I serve: soon-to-be or current retirees and up-and-coming professionals and entrepreneurs.
In 2019, I continue to build out my client base, within both pre-retirees and emerging wealth. Developing a financial plan, consulting hourly, or actively managing all investments and planning for these clients takes time, flexibility, and the resources that not every advisor can or is willing to provide. In this space, innovation and collaboration between advisor, client, and outside advisors such as attorneys and CPAs are keys to success.
Family and town: I currently reside in Weston, MA with my wife Amanda and my two sons Lucas (5) and Brooks (2)
Years in the business: 13
Certifications: CERTIFIED FINANCIAL PLANNER™
Education: Stonehill College class of 2006
Previous Firms: Santander Investments, Citi Smith Barney (now Morgan Stanley), and Bank of America Investments (now Merrill Lynch)
Book: 11 Seconds
Sport: To watch or to play? To watch: football. To play: hockey
Team: Hard to choose, so I will go with all of Boston
Movie: Good Will Hunting, of course
Music: R&B (yup!)
Food: French, and I love to cook (or try)
Charities: Leukemia and Lymphoma Society, National MS Society, and the Alzheimer’s Association