Finance caught my attention early. I grew up watching my father work in corporate finance, and a high school finance class turned that early curiosity into a clear sense of what I wanted to do with my career. Before moving into wealth management, I spent several years in commercial banking with Citizens Bank, Needham Bank, and Rockland Trust, working alongside small and medium-sized business owners on their capital and lending needs.
One of my first clients out of college came to me trying to figure out how to fund his daughter's wedding without throwing the rest of his finances off course. Mapping out his cash flow, finding room to save, and building an investment plan around that single goal was the first time I felt like more than a banker answering questions about interest rates. That was when I knew I wanted to do the kind of planning that pulls every part of a person's finances into one picture. A good plan starts with the fundamentals, and things like a rainy-day fund and protected income are easy to overlook when the focus stays fixed on chasing higher returns, so I tend to my clients' groundwork first and explain the more advanced ideas in language that actually makes sense.
Working alongside my father, Richard, lets me build the long-term relationships that drew me to planning in the first place, and helping families think a generation or two ahead feels fitting for someone who joined his own father's practice. I grew up in Foxborough, home of the New England Patriots, which goes a long way toward explaining why Football Sundays are a standing ritual in our house. My wife, Rachel, and I are raising our growing family in Hanover, and when I am not with them, I am usually out on the golf course chasing a game that remains a work in progress, or coaching youth baseball and passing along a little of what I learned pitching in college.
MBA, Babson College
BS in Finance, Western New England University