With over 30 years of experience in the financial services industry, I've honed my skills at leading asset management firms like MFS Investment Management, Pioneer Investments, and Orion Portfolio Solutions. My goal is to work with families like yours, helping you achieve your financial dreams.
Before joining the team at Flagship Harbor Advisors, I served as a Managing Partner at Apex Financial Partners, an RIA based in Marshfield, MA. I obtained my CIMA designation through Wharton Business School, equipping me with comprehensive knowledge of investments and retirement planning.
Beyond my professional life, I am a proud volunteer with the Rolling Wave Foundation in Scituate, MA. I graduated from the University of Maine with a degree in Business Management, which laid the foundation for my career in finance.
When I'm not helping clients navigate their financial futures, I enjoy spending time on the water, fishing, and being with my family. I live in Scituate, MA, with my wife Kristen, and our children.