Growing up in a working middle-class family, I gained a deep appreciation for the value of hard work and the importance of a dollar. From an early age, I was fascinated by the financial industry and its profound impact on both individuals and businesses. This curiosity naturally evolved into a passion for understanding the complexities of the financial markets and helping clients navigate the often-confusing investment landscape.
Since 2006, I have partnered with individuals, families, and privately held businesses to develop strategies that position them and their stakeholders for success. While I work across various industries, I gravitate toward the real estate and construction sectors, drawing on my education and internships from Wentworth Institute of Technology. My experience extends to company retirement plans and employee benefits, providing tailored solutions that align with the unique needs of my clients.
Through my affiliation with Commonwealth Financial Network®, I am committed to offering independent, objective advice, free from pressure to promote specific products or strategies.
Outside of work, I enjoy spending time with my wife and our three young children: two daughters, a son, and our family dog. You can often find me playing golf, snowboarding, exercising, gardening, and tackling home projects. Like most New Englanders, I’m equally torn between warm summer days on Cape Cod and fresh snowfall on the slopes of Vermont.