Whether you're saving for retirement, children's education, major purchases, travel and leisure or leaving a legacy, the most impactful thing you can do now is have a strategy in place, both to keep you on track and so that we can use it to efficiently address the unexpected in life. Understanding the importance of ensuring all aspects of an individual's financial life are working together led me to a career as a financial advisor, where I help individuals, families and their businesses both protect their assets and grow toward their goals. I've developed a deep insight into the complexities and inner dynamics of privately-owned companies and their families. From growing a business, to realizing its value through a succession strategy or sale, to maintaining family ownership of assets by the next generation, I help my clients take a holistic view of their finances to develop wealth strategies tailored to their individual needs. I earned my bachelor's degree from Clark University in Worcester, Massachusetts, and later sat on the board of trustees for the Jay Corcoran Memorial Scholarship Foundation in memory of my father which for 15 years involved participating in fundraising and award selection. Following his loss, our community met us with an outpouring of support, which led to our mother establishing the foundation to give back to students who embodied the qualities that were so loved in our dad. I carry that experience with me while assisting clients in their charitable endeavors as well as in my own giving. I'd like to help you cultivate a space where we can explore the impacts of your financial choices so that you can be comfortable with where you are now and where you and your loved ones are headed. This begins with getting to know you and what matters to you most, so that we can prioritize your goals and determine the best ways to achieve them. I live in Lakewood Ranch, Florida, with my son, Isaiah, and our cats, and I am passionate about personal growth and the impact we can have on the future. In my spare time, I enjoy cooking, gardening, yoga and spending time by the ocean (where we love looking for shark teeth).
