As a Managing Partner at Boston Premier Wealth, my primary responsibilities revolve around client development and retention. With over 27 years of experience in the financial services industry, I specialize in working with small to midsize companies, offering business consulting, employee retention strategies, and business succession planning.
Before joining Boston Premier Wealth, I had the privilege of working at Centinel Financial Group. Over the course of my career, I have obtained the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation. To gain this certification, I passed a comprehensive CFP® Certification Examination, passed the CFP Boards Fitness Standards for Candidates and Registrants, agreed to abide by the CFP® Board Code of Ethics and Professional Responsibility and Rules of Conduct, and complied with the Financial Planning Practice Standards. I have also obtained the Accredited Investment Fiduciary® (AIF®) designation, which further enhances my ability to provide exceptional service to my clients. Before making my start in the financial services industry, I earned my Bachelor of Arts in Accounting from Stonehill College.
My passion lies in helping clients reach their financial goals. I genuinely enjoy meeting new people from all walks of life and believe that my clients choose to work with me because of my honesty, reliability, and dedication to service. I invest the time to understand their unique situations and share a process that better organizes and prepares them for the inevitable financial challenges they may face. Together, we work towards creating financial stability in their lives.
Outside of my professional life, I reside in Marshfield, Massachusetts, with my wife, Holly, our four kids, Sienna, Kyle, Austin, and Hadley, and our beloved AussieDoodle, Kody. I actively give back to my community by coaching youth sports and working closely with many local charities. During my free time, I enjoy boating, spending time on the beach, and cherishing moments with my family and friends.