I have worked in the financial services mergers and acquisition space for the past thirty years. Starting out in the executive recruiting space, I recruited financial advisors, field managers, and home office staff. I also have extensive experience in working with advisors looking to buy, sell, and scale practices. My role at Boston Wealth Strategies consist of overseeing all business operations and building relationships with advisors who could benefit from associating with the firm.
I met my wife, Stacee, at Gordon College and moved from Hamilton, Massachusetts to Windham, Maine in 2001. Stacee passed in January of 2022 after living with cancer for 11 years. We enjoyed 23 years together and raised three remarkable young men to live life to the fullest. Jack is an artist and lives in Hamilton, Ezra serves in the US Airforce, and Finn will be attending Gordon College in the fall. They all love the outdoors, have their mother’s tenacity and grit, and my dry sense of humor. I love spending time with my boys, friends, and family on my boat in Portland, the occasional round of golf, playing guitar, and competing in beach volleyball.
Education
- Gordon College