Through building relationships on trust and understanding, I work to help people coordinate and integrate all aspects of their personal, business, and economic lives. My patience, diligence, and care foster long-term relationships with individuals, families and small businesses and are a hallmark ...more

Through building relationships on trust and understanding, I work to help people coordinate and integrate all aspects of their personal, business, and economic lives. My patience, diligence, and care foster long-term relationships with individuals, families and small businesses and are a hallmark of my approach as a Financial Advisor. Since joining the Bulfinch Group in 2013, my attention to detail and strong analytical skills have helped many clients understand their current financial position, identify opportunities and threats, and create efficiencies to maximize wealth building. Our team aims to have all clients feel empowered and confident in their decision-making. Through our team-based approach and specialized knowledge of cash flow, economics and wealth-building strategies, we strive to create the optimal client experience and financial outcomes. Before joining The Bulfinch Group, I helped manage my family’s small business located in Haverhill, MA while earning my MBA from Boston University. Prior to this, I graduated from Franklin & Marshall College in Lancaster, PA with a strong interest in financial analysis, sustainability and community engagement. I am an active member of Big Brothers Big Sisters and enjoy exercising, traveling, eating a great meal, and spending time with my wife and young daughter. /COMPLIANCE:2025-1484/less