Providing Sustained Guidance to Families and Small Businesses
Drawing from many years leading and educating in the classical music industry, I am now committed to helping others organize and manage their financial lives. I believe everybody deserves the opportunity to understand how all realms of their financial life work together and to build solid financial life habits. I help clients define goals and employ successful strategies to get them there.
My team at The Bulfinch Group draws on decades of experience helping families and small businesses make truly informed, intelligent decisions about their money. While working closely with you, we develop strategies to save and protect your money, make robust strategies for retirement, and help build your wealth.
There is no better feeling than seeing my clients fulfill their goals and dreams by planning for what they want — now and in the future.
On a more personal level, I was born and raised in Atlanta and moved to Boston when my wife and I were starting a family. I received economics and music degrees from Northwestern University and Indiana University. In my spare time, I enjoy golf, basketball, swimming and writing. I still continue to perform classical music and am the Music Director of the Brookline Symphony Orchestra. My wife, young son, and I are happy residents of Wellesley.
Financial Representative of Guardian. CA Insurance License #4055962