I was born and raised in the Berkshires of Western Massachusetts, where I developed my love for the outdoors that continues to shape my approach to life and financial planning. Today, I live across the border in Upstate New York with my wife Liz and our daughter Penelope, along with our two dogs Kimber and Goose.

We're an all-season outdoor family. We love fishing and golfing in the warmer months, but our favorite time is winter when the snow falls and we can ride our snowmobiles!

In 2021, I booked the snowmobile trip of a lifetime to Burandt's Backcountry Adventure in Colorado. For years, it had been my dream to ride in the backcountry. I was set to go alone, and everything about the trip was new to me. So, I decided to invest in a professional guide—and what a great investment that turned out to be.

My guide provided a gear checklist, detailed instructions for arrival, coaching on deep snow riding techniques, and—best of all—took me to incredible riding spots without wasting time figuring out where to go. Most importantly, they guided me safely around avalanche terrain, giving me peace of mind and ensuring I'd return home safely.

This experience reinforced what I believe about financial planning: having the right guide makes all the difference. As your financial advisor, I bring this same guidance philosophy to your retirement planning. I help you prepare properly, avoid hazards, and find the most rewarding path forward.

I use my experience with investments, Social Security, healthcare planning, and retirement accounts to help you navigate your path to retirement with confidence. I believe in speaking plainly, without jargon or confusion, making complex financial concepts easy to understand.