A dedicated advisor with a passion for inspiring people whose lives have reached a financial crossroad, I specialize in helping you navigate the complex world of money. My expertise lies in serving retirees or those five to eight years away, business owners, and people whose needs are anything but simple, including surgeons, multi-income earners, and those who own multiple properties.My mission is to create a lifelong relationship with you by helping solve problems in your most difficult moments. It’s because of this that I tend to be my clients’ first call with anything from a critical life event to bouncing around ideas about a major family decision.My career began in management consulting in the late 1990s. My early years were spent at Fidelity, where I developed a roadmap to pursue my passion for extending my services to families. It wasn't until my family faced a situation where we could have saved significant money on estate planning that I realized the critical importance of financial advice. I decided to carry out my dream of becoming a financial advocate where I could work in a fiduciary capacity (through advisory relationships) to help others going through similar circumstances.At our core, my team enjoys collaborating with our deep bench of professionals, providing top-notch guidance and a personalized, concierge experience that covers everything from investments to financial and retirement planning. My practice consists of problem solvers including Katrina Pignone, the CEO of my back office, as well as our internal team of Ph.D.’s, CFAs, and tax loss harvesting specialists. Together, we customize planning and portfolio design at a level typically reserved for institutional clients.My team and I focus on the human element of wealth planning so you can walk away from every meeting feeling heard and understood. We begin by listening and taking an active interest in your unique goals, values, pursuits, and personal vision of success. Then we use our own carefully curated process, which involves discussing financial priorities, investments, estate planning, business planning, and diving into the critical areas most pressing to you to develop a bespoke approach that aligns with your greatest desires.In my free time, I enjoy coaching my son’s baseball team and my daughter’s basketball team. I believe coaching teaches valuable life lessons, such as teamwork, communication, and leadership, which also apply to my daily work as a financial advisor. I also participate in an annual charity bike ride supporting the Brain Tumor Society.
Listed skills include Financial Analysis, Investments, Business Strategy, Business Analysis, and 11 others.
