With more than 25 years of experience as a trusted advisor and coach for successful individuals and families, and a guiding philosophy that “one’s values are more important than the value of what one owns” I deliver education, communication and services that help people create clear decisions and take meaningful action. As a proven thought leader in the financial planning space, I have helped evolve a wealth planning process, called The Wealth Optimization System™. This system is widely used by financial advisors throughout North America. In 2012 I coauthored The Future of You. Providing Clarity Where Life Intersects Wealth. I am a Certified Financial Planner™ practitioner and hold a Bachelor's of Science specializing in finance and computers from Bentley University.I reside in Norwell, Mass., with my wife Diane, sons Christopher and Brett, daughter Kendra and yellow lab Amber. Diane and I share a passion around health and fitness. I have competed in multiple Ironman triathlons and marathons and enjoys the balance of demands needed in endurance sport competitions. I enjoy my community involvement with SSYMCA and UCCN. I am currently on the Executive Board, Finance Committee, chair of The Inclusion Cause Advisory Board and teach a SPIN class weekly at SSYMCA. I am co leader of the Gifts and Call ministry, on the endowment committee and frequent volunteer at UCC Norwell.Global Vision Advisors • 101 Longwater Circle, Set 103 • Norwell, MA • 781-740-8883Financial planning services offered through Global Vision Advisors, LLC, A Registered Investment Advisor. Advisory products and services offered through Cambridge Investment Research Advisors, LLC, A Registered Investment Advisor. Securities offered through Cambridge Investment Research, Inc., a Broker Dealer, Member FINRA/SIPC. Cambridge and Global Vision Advisors LLC are not affiliated.