In 2018, I left the corporate asset management world to focus on working with individual clients.
After working in the financial services industry I realized the strain investors were under with fees and a lack of service. Many advisors focus just on investment alpha instead of a service alpha.
I have a passion to help clients reach any goal they have, reduce the amount they pay to Uncle Sam and invest efficiently.
OUTSIDE OF THE OFFICE
In my free time I love to play golf. I do my best to catch the earliest tee time on Saturday mornings at Franklin Country Club. If I am not there, I visit my family home in Westport, Massachusetts with Maria and Jagger, spending as much time by the water as I can. Maria and Jagger are pictured above.
I have a passion for traveling. My passion started in high school when I participated in Brimmer and May’s Winterim program. I had the opportunity to visit Italy and Greece my Freshman year and England and France my Junior year. Next on my travel bucket list is Ireland or Australia.
# 1 My engagement to my fiancé, Maria
# 2 Passing my CFP® exam on my first attempt