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, my humor to make the experience fun, and my creativity to find financial solutions that work. I apply my endless curiosity and unrivaled enthusiasm 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 as a representative at Mutual of Omaha, helping families with life disability insurance needs. I then joined Fidelity Investments as a Retirement Investments Specialist and enjoyed several roles at the company. I also worked as a Financial Consultant at Citizens Bank before making the transition to an independently-owned Registered Investment Advisor, Beaumont Financial Partners, where I served as a Wealth Advisor for 5 years before joining Smith, Salley & Associates to found the firm’s New England office.
In 2022, I fulfilled a long time dream of starting my own practice, where I would have the autonomy to build a firm that is focused on making the client’s experience exceptional and prioritizing proactive contact to achieve goals and objectives. You will find that I am an active listener and work diligently to meet the needs of my clients.
I’ve earned a few designations along the way: in 2010, I earned the Certified Financial Planner (CFP™) designation and in 2021, I completed coursework through the Yale School of Management to become a Certified Investment Management Analyst (CIMA®).
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.
With over 20 years of experience assisting families in cash flow analysis, risk management, tax planning, investment management, retirement income planning, and estate planning, I believe I offer a great deal of value. I look forward to meeting you and hope you’ll allow me the opportunity to be not only your wealth management advisor, but also a partner in making your retirement goals come to life.