Coaching Professionals and Families to Develop a Financial Game Plan
After four years with Putnam Investments, I wanted a new direction, and joined The Bulfinch Group in November 2020 as a Financial Advisor. In this new role, I can now offer a hands-on and personal approach to coaching individuals and young professionals to help develop and achieve mid and long-term financial goals.
I come from a long-line of coaches and teachers in my family – I approach this role by combining my passion for financial services with these deep-seated roots. “With coaching, comes teamwork and the collaborative aspect of The Bulfinch Group is what drew me to the firm.”
By assisting clients in creating an organized financial strategy, I am able to help them achieve their financial goals. Determined to help those that need financial guidance early in their lives, I remain focused on informing and teaching individuals as they embark on their own financial journeys.
A life-long Burlington, MA resident, I earned a Bachelor of Science (B.S.) degree in Finance from Providence College. While a Friar, I was an active member of the Investment Club and always managed to keep a basketball within reach, playing club basketball all four years. Similarly, competitive sports is never too far from my world – I follow college and professional basketball closely and participate in a competitive men’s basketball league. When I am not working, you will find me on the golf course, playing hoops and cheering on any one of my beloved Boston sports teams.
Registered Representative & Investment Advisor of Park Avenue Securities, Financial Representative of Guardian.CA Insurance License #4175706.