Life transitions are challenging to deal with. I aim to ease the financial stress of those transitions so that individuals/families can focus on their physical and emotional well-being. By building relationships based on trust and understanding, I work to help people coordinate and integrate all aspects of their personal, business, and economic lives. Patience, diligence and care is the hallmark of my approach.
Before joining The Bulfinch Group in 2013, I helped manage my family’s small business 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’m an active member of Big Brothers Big Sisters and enjoy exercising, travel, spending time with family, following the New England Patriots and enjoying a great meal. I love quality time with my wife and 1-year-old daughter exploring our community of Needham, MA.