I have worked in the financial services industry for more than 26 years and have had the privilege to meet and work with wonderful individuals and families during this time. In my current role as Senior Partner at Boston Wealth Strategies, I have a strong focus on the areas of retirement planning, college funding, and overall investment management. I help clients determine how to distribute their assets most efficiently for income needs throughout retirement.
Born and raised in Elkhart, Indiana, I played college football and had the honor of serving as team captain during my senior year. I raised five incredible children with my wife, Kate, in Walpole, Massachusetts. I am active in my church and the Walpole community, currently as a town meeting member and a trustee for the Walpole Scholarship Foundation. In my free time, I enjoy biking, reading, working out, and traveling with my family.
Education
- North Central College, Illinois – B.A. in Political Science with a minor in History
Professional Designation, Certifications, Registrations, and Licenses
- CERTIFIED FINANCIAL PLANNER® certification awarded by CFP® Board
- Chartered Financial Consultant® (ChFC®) designation awarded by The American College of Financial Services
- Chartered Life Underwriter® (CLU®) designation awarded by The American College of Financial Services
- Accredited Investment Fiduciary® (AIF®) designation awarded by the Center for Fiduciary Studies
- Registered representative of Commonwealth Financial Network®
- FINRA Series 7 securities registration
- FINRA Series 63 (Uniform Securities Agent) securities registration
- FINRA Series 65 (Uniform Investment Adviser) securities registration
Professional Memberships
- Financial Planning Association