Wealthcare 360 clients enjoy a higher level of confidence knowing they have a strategic plan in place that addresses their total financial picture and a quarterly roadmap to capitalize on opportunities, solve problems, and avoid unnecessary risk. That’s why I created Wealthcare—to offer a more holistic, efficient way for clients to manage their financial well-being while optimizing assets and income. We focus on maximizing their "return on life," helping them live fully while staying ahead of their financial goals.I often describe my role as a “primary care” financial advisor. I can quickly assess a client’s overall financial health non-invasively, identify problem areas or blind spots, and make recommendations to get them where they want to be. When needed, I connect clients with specialist advisors (CPAs, attorneys, investment advisors, etc.) who can further assist.My expertise in business, estate, retirement, and insurance planning over 30+ years has also resulted in consulting engagements and joint ventures with Citibank Private Bank, Sun Life of Canada, Blue Cross Blue Shield of Massachusetts, and Arbella Insurance Group. I am a former president of the Boston Chapter of the National Association of Insurance and Financial Advisors and preferred provider for the Mass Society of CPAs. I graduated from Holy Cross in Worcester with a B.A. in Economics and reside with my family in Sudbury, MA. I have been involved with charities throughout my career including the Saint Vincent de Paul Society, Catholic Charities, and Habitat for Humanity.