Helping others pursue their goals has always been important to me. Today, I work with individuals, families, and plan sponsors to prioritize their goals and implement strategies and solutions to help them work towards success.
After graduating from UMass Amherst with a B.A. in History in 1993, I began my career in financial services working for large institutional firms such as Putnam Investments, State Street Global Advisors, Independence Investments and Factset Research Systems. Though I started in customer service, I evolved into investment and marketing roles while pursuing my MBA at Boston University. They proved to be great training in learning how to identify what clients want and need and how to communicate effectively. As I advanced professionally, I shifted my focus in working with institutional clients to pursue a role that enabled me to have a greater impact on a client’s personal experience and results. In 2006, I joined Integrated Financial Partners (*Merged with Coastal Capital Group in 2012) as a Relationship Manager and have enjoyed every minute!
Outside of the office, I keep busy with my wife and twin boys traveling and spending time with family and friends.