CFP®, CPWA®, CIMA®
I have a passion for understanding the nuances of wealth management My close to two decades of experience at various firms and the designations I’ve acquired along the way help inform my mindful approach I consider myself a forever student with the heart of a teacher, eager to build on my academic foundations and stay in tune with thevlatest financial strategies through continued coursework and professional development.
By focusing on the controllable factors for financial growth, I help people get to their preferred retirement or financial destination I am known for my ability to keep calm when things get tough, humor to make the experience fun, and creativity to find financial solutions that work I apply my endless curiosity and unrivaled enthusiasm for ideas to help find answers for my clients, so each client can amplify their goals and make their retirement dreams come true.
Now for my credentials I am a native of Worcester and graduated from Assumption College in 2003 with a bachelor’s degree in accounting I started out in financial services that summer as a representative of Mutual of Omaha, helping families with life disability insurance needs In 2006 I joined Fidelity Investments as a retirement investments specialist and worked in several roles for the company until December 2012 For 1 year, I worked as a financial consultant at Citizens Bank, before making the transition to an independently owned registered investment advisor, Beaumont Financial Partners I served as a wealth advisor at Beaumont for over 5 years before joining Smith, Salley Associates in July 2019 to found the firm's New England office
In 2022 I fulfilled a long time long of starting my own practice, Copper Beech Wealth I’ve longed to have the autonomy to build a firm that is focused on clients and prioritizes proactive contact to achieve goals and objectives.
The professional goal of starting my practice is to make an exceptional client experience you will find I am an active listener and work diligently to find ways to meet the needs of my clients My personal goal that my wife, Debbie, and I have is to show our two beautiful daughters, Avery and Sadie, that if they are passionate about something, they can make their dreams come true Along the way, I’ve earned a few designations In 2010 I earned the CERTIFIED FINANCIAL PLANNER ™designation In 2021 I completed coursework through the Yale School of Management and became a Certified to become a Certified Investment Management Analyst® (CIMA® as well
With nearly 20 years of experience assisting families in cash flow analysis, risk management, tax planning, investment management, retirement income planning, and estate planning, I believe that you will see a great deal of value in working with me I look forward to meeting you and hope you'll allow me the opportunity to be not only your wealth management advisor but a partner in making your retirement goals come to life.
My Service Partners