MY STORY 

I'll never forget the look on my wife's face during our honeymoon in the Maldives. Every day was an adventure, every meal a masterpiece. That trip wasn't just a vacation—it was a reminder of why I do what I do.

 
Helping people build the financial freedom to create those "Maldives moments," whatever they may be, is the simple reason I get up in the morning. 

My Approach: From Engineer to Financial advisor

I’m a licensed Financial Advisor and am held to the fiduciary responsibility, which means I'm legally and ethically bound to put your interests first. But my path here wasn't traditional.

My background is in engineering, which taught me the power of precision. After that, I worked in the startup world, which taught me the necessity of innovation.

Today, I bring both of those mindsets to my clients. My job is to take the complex, noisy world of finance and make it simple. Whether you're navigating an advanced strategy like Premium Financing or just trying to make sure nothing slips through the cracks during a major career change, my goal is to give you clarity and a clear path forward.

At the end of the day, my mission is to help you take control of your financial future so you can protect and build for your family. That could mean planning for college, investing in real estate, or finding ways to be smarter about taxes.

Who I Work With

I specialize in helping two specific groups of people:

Business Owners who are balancing growth, risk, and their personal wealth.
Professionals in Transition who are navigating a career move, a promotion, or a new compensation package and need to make smart, long-term decisions.
If that sounds like you, let's connect. I'm here to help you simplify the complex and protect what you've worked so hard to build.

Outside the Office

When I'm not in a client meeting, you'll probably find me traveling with my wife—our most recent adventure took us to the stunning island of Malta. We’re also big foodies and love experimenting with new recipes at our home in Braintree, MA, usually with our dog, Bennie, playing fetch nearby.

Looking forward, we hope to one day start a foundation that empowers the younger generation with the financial literacy they deserve.