Practice Snapshot
How I Help:
Income Strategies
Who I Help:
- Individuals
- Families
- Small Business Owners
About Me:
I've always been a numbers guy with an interest in finance. I attended the University of Massachusetts, Amherst and graduated with a degree in economics. While studying at UMass, I completed an independent study on the wealth management industry alongside Douglas Cliggott, a 30-year industry veteran. I also earned the Evelyn Barber Finance and Entrepreneurship Award during my time at UMass.
Upon graduation, my passion to help others find their own sense of financial independence led me to a career in the financial services industry. I run a successful practice focused on helping people establish and work towards their financial goals. My dedication, desire, and approach to clients' challenges have led me to become an emerging leader within the firm.
I work primarily with individuals and families that have accrued student loan debt, have existing rollovers, and those undergoing job changes. I also work with small business owners to help guide them in wealth building.
When I'm not working, I enjoy playing lacrosse and coaching at the Northfield Mount Hermon School. I reside in Westfield, MA.
A tailored approach
No two people are alike. Our process emphasizes what’s most important to you, and delivers solutions customized to your specific needs and goals.
Unique perspectives
By looking at things a little differently, we’re able to offer (and gain) the insights we feel are necessary to build understanding and trust.
Authentic relationships
Cultivating authentic relationships makes our work possible, not to mention worthwhile. We care, and it shows.
