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.
FAVORITE PODCASTS
BIGGEST ACCOMPLISHMENTS
# 1 My engagement to my fiancé, Maria
# 2 Passing my CFP® exam on my first attempt