I joined Coastal Capital in 2017 as a Relationship Manager to help people build a strong financial foundation in pursuit of their goals and dreams. I began my career working for Putnam Investments, holding various roles consulting with financial advisors on solutions to help their clients. I so enjoyed the work it inspired me to shift my career path and become a financial advisor myself. As a Relationship Manager at Coastal, I partner with families and individuals to help them achieve their goals, together driving toward financial independence however our Clients may define it.
I graduated from Boston College in 2012 with a Bachelor of Arts in Political Science and History. I am currently enrolled at Boston University pursuing my CFP Certification. I live in Danvers with my wife, Kristin, and my baby son. I’m grateful to serve the community where I grew up.