As Managing Partner at BostonPremier Wealth, LLC, a company I co-founded based on a shared vision for redefining the well-worn common approach to financial planning and investment management, I specialize in working with high networth professionals, pre and post retirees, and small business owners. My time is spent advising existing clients through ongoing communication and regularly scheduled reviews, developing new client relationships, managing the business operations, and overseeing the staff at the company.
Prior to joining Boston Premier Wealth, I had the privilege of working at John Hancock Financial Network for 10 years where I built my practice and managed young advisors on the keys to industry success. Throughout my career, I have obtained the Accredited Investment Fiduciary® (AIF®) designation, as well as the Chartered Mutual Fund Counselor® (CMFC®) designation. I have also obtained the Series 6, 7, and 63 securities licenses, enabling me to provide comprehensive financial services and wealth management to my clients. Before embarking on my professional journey, I earned the degree of Bachelor of Science in Business Administration from Bryant College, now Bryant University. In addition to my studies I was a four-year member of the Baseball team achieving honors on and off the field as a team leader. My passion for competition and sport has allowed me to build my practice from the ground up.
The most fulfilling aspect of my job is meeting with clients and their families, addressing their inquiries, and acting as their advocate. In my interactions with clients, I firmly believe that loyalty and compassion are the greatest values I can provide. As I explain to my clients, my goal is to build long-lasting relationships based on trust and understanding – period.
Currently, I reside in Marshfield, Massachusetts, with my wife, Katelyn, and our three wonderful children, Nicolas, Max, and Brody. Beyond my professional commitments, I am actively involved with various organizations, like the Make-A-Wish Foundation, Brain Tumor Society, and the Financial Services Institute which ensures that all individuals have access to competent and affordable financial advice, products and services delivered by a growing network of independent financial advisors and independent financial services firms. During non-work hours, my second passion is coaching and teaching the game of baseball at the club, town, and highschool level. Working with kids and motivating them to do well in school, respect their peers, and show good sportsmanship at all times is at the core of my teachings.