Providing Sustained Guidance to Families and Small Businesses
I believe everybody deserves the opportunity to understand how all realms of their financial life work together and to build solid financial strategies. My team draws on decades of experience to help families and small businesses make informed and intelligent decisions about their planning. We see this work as an ongoing relationship, developing methods to protect wealth, invest with clarity, and strategize for retirement. The ultimate goal is for every client to possess the financial freedom to do what they want, when the want.
On a more personal level, I am an Atlanta native 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 perform classical music as a pianist and am the Music Director of the Brookline Symphony Orchestra. My family and I are happy residents of Wellesley.
- Guardian's Leaders Club - 2020
- Guardian's Client Builder Diamond Award - 2020
Registered Representative & Investment Advisor of Park Avenue Securities, Financial Representative of Guardian. CA Insurance License #4055962