I currently live in town with my wife, three children, and very patient dog. I grew up in Sandwich, Massachusetts, and have lived in Plymouth since 2013. I currently live in town with my wife, three children and very patient dog. When we get right down to it, I enjoy helping people achieve their goals, especially when those goals feel unattainable. After 15 years in social work, I've brought my passion for advocacy, education and empowerment into the world of financial services. My past experiences working with families of individuals with disabilities, educators, nonprofit professionals and young professionals provide me with unique insights into the complex challenges they have to navigate. My approach is grounded in empathy and clarity – I meet people where they are, help them define where they want to go and create a financial strategy to help them get there with confidence. Whether it's navigating complex benefits, planning for long-term care or building generational wealth, I'm here to make the financial world more accessible and aligned with your values. Whether you're in Plymouth County, on Cape Cod or anywhere else, let's connect if you're looking for resources, collaboration or a trusted financial advisor who listens first.
