The truth is that I have always liked people, being with them, forming relationships, and creating memories. What is so great -a blessing really – about the work I do for clients, is it let’s me do all those things. The kicker is that I get to be part of some really unbelievable moments in my clients lives.
I grew up about an hour west of Boston, Massachusetts in a little town called Northborough. It was a great place to grow up. I road my bike as a kid just about everywhere. As an adult I wish I could do that, but I’m satisfied to get a good ride in on the weekend. My parents own a successful construction company and I learnt many of life’s most important lessons with a shovel in my hand or leaning against the truck after a long day’s work.
I was the first of my family to go to college. I thought I wanted to be a politician. I changed my major to Economics before Thanksgiving break. Sometimes experience brings Clarity. At the University of Virginia, similar to any college and any student, I read countless books – many of which I can’t recall at this point.
There was one book though that stands out. It was part of 300 level Economics course. The title was When Genius Failed: The Rise and Fall of Long-Term Capital Management. I thought it was fascinating and maybe foreshadowing of the things I would see as a young advisor after graduation with the Great Recession and more recently The Great Lockdown.
Clarity. It’s a simple word that is often overused and may seem to lose its power in that familiarity, but I believe in it. It drives me, guides me, supports my decisions, and is critical to the advice I provide. It’s the way I think and it’s my goal for every client relationship that we achieve Clarity for them, with their planning, in their investments, in their goals, in every aspect that we are of service to them
Client Relationship Manager
We use a team approach where each member serves a purpose. If you need help finding an answer to your question, I am the person who can ease your concern.
You can expect me to check in from time to time to make sure everything is going well, both financially and personally. Our team has your best interest in mind, and we work to make sure you have one less thing to worry about
Client Service Manager
Whether we’re working with a long-time client who is reframing their strategy, or a new client just beginning their journey with us, I apply the systems we’ve developed to make sure accounts get opened and funded quickly and correctly.
It is my goal that you never have to give these tasks a second thought, as our experience and proven processes instill confidence that we have your best interest in mind from start to finish.