Helping people assert predictability and control over their daily finances to strengthen their financial position is as empowering as it is rewarding. This philosophy is the core of everything we do at Coastal Capital Group. As CEO and Managing Director, I apply the same methodology to a client’s financial situation as I do to our firm’s.
After graduating from UMass Amherst with a BA in Economics in 1993, I spent a few years with large financial services organizations while pursuing my MBA from Boston University. Upon completion, I joined LPL and began my career in financial guidance. I recognized how overlooked the importance of developing sound financial habits was to long-term financial independence. So I built my business around teaching people how to budget, save, manage debt and invest with discipline. In 2003, I formally branded myself under the firm name of Integrated Financial Partners.
In 2012, I seized the opportunity to strengthen my team and resources by partnering with another like-minded advisor, Dave Caruso, and merged my firm under the Coastal Capital Group brand. Today, we are humbled to serve hundreds of individuals, families and institutions utilizing the same foundational approach to budgeting, saving and investing.
Away from the office, I enjoy traveling with my family and discovering different cultures, languages and food. I also love family time on the boat and playing basketball.