Helping families, medical professionals, and business owners to reach their full financial potential.
My mission is to help individuals and families plan for and enjoy a secure, bright and healthy financial future. Growing up, my father sacrificed many years of his time, and ours, to become the pediatric orthopedic surgeon that he is today. He worked long hours, including weekends and holidays, to balance his obligations to the Navy while financially supporting my family; which caused everyone to feel some degree of stress. From this stress emerged a drive and passion within me to succeed; something my practice is built around. My personal goal is to help alleviate the financial stresses that burden individuals and families. After every meeting, I would like my clients to leave with more knowledge, understanding and sense of direction to take control of their financial futures.
I specialize in working with physicians and dentists, beginning as early as their first year of medical/dental school, through their residences, fellowships, and as they establish their practices. My clients often share their best practices and latest trends in medicine with me, and I work with them to help them navigate the unique financial circumstances that medical and dental professionals face. With over 25 years’ experience, our team at The Bulfinch Group offers specific strategies to the unique financial circumstances that medical and dental professionals face.
As an ex-collegiate athlete, staying active is extremely important to me. You will often find me in the gym, golfing, biking or playing lacrosse. I am currently a volunteer coach for a youth lacrosse team; and have previously coached triathletes on how to become better swimmers. I have lived in California, New York, Michigan, Connecticut, and now Massachusetts. I enjoy driving around the Northeast to visit my friends and explore new areas.
Financial Representative of Guardian.