General Info

Before I became a financial planner, I worked in the corporate and tax-exempt retirement plan business. I could see that many people in retirement plans weren’t doing the right things to prepare for their future, and thought I could help them more directly. When I’m not working, I love traveling to interesting places with my family and meeting fun people. We even own property in Belize. Our twin boys both play hockey, and I’m trying to figure out if I can build a rink in my backyard here in Massachusetts.