I’m a Boston based financial adviser who has worked in this endeavor since 2006 after studying at Assumption College. In 2015, I received a phone call from a former colleague asking for help and also providing me with the opportunity to start and grow my own business. I wanted to build something that I, personally, would be proud to be a client of.
I love what I do and recognize how lucky I am to be doing it. I have a window into my clients lives that comes with a very privileged view. It's a responsibility I take seriously.
I love connecting with interesting people, reading and spending time with my family. I've run a few marathons and have recently dabbled in yoga and Pilates to help me prolong pickup basketball into my 40’s
