As a Senior Advisor Consultant at Orion, my focus is on empowering financial advisors to scale their practices through strategic application of technology, wealth management and effective marketing. Partnering with advisors in New England, my mission is to drive growth and streamline operations, leveraging the extensive relationships of Orion.With a proven track record of nurturing advisor-client relationships, my approach integrates behavioral science with goals-based financial planning. This ensures that investor outcomes are optimized and that the advisory practices we support are well-positioned to thrive in a competitive landscape.