As President, Managing Partner, and Senior Advisor at Compass Capital Management, I am dedicated to helping clients achieve all aspects of their financial well-being. With a mission to serve as their financial quarterback, I lead a comprehensive approach that ensures every financial need is addressed—whether it’s investment management, tax strategies, estate planning, or retirement solutions.Our approach is unique in that we don’t work in isolation. Through the Partnership of Professionals program, we’ve built a collaborative network of expert estate planning attorneys, CPAs, insurance agents, real estate professionals and trust companies, allowing us to deliver holistic, personalized financial strategies. This program sets Compass Capital apart from traditional financial advisors by providing an integrated solution that puts clients’ long-term goals at the forefront of every decision.While our firm's roots are in serving the educational community, our practice now extends to individuals, business owners, and families from all walks of life. Whether you’re navigating the complexities of retirement or looking to grow and protect your wealth, I am here to guide you at every step.At Compass Capital Management, our legacy is built on trust, expertise, and a deep understanding of our clients’ unique financial needs. Let’s work together to ensure your financial future is secure, flexible, and aligned with your life goals.Outside of work, I’m a proud graduate of the University of Vermont, where I also obtained my master’s degree in a co-sponsored program with UConn. When I’m not meeting with clients, I enjoy spending summer weekends at concerts, attending sporting events, and hosting social gatherings with friends and family.