My fascination with finance and investing combined with a passion for helping others has always been a guiding force in my life. This passion led me to study it in school, I graduated from Boston College Carroll School of Management with a Master’s in Finance and continues to drive my work with Flagship Harbor Advisors.
Driven by a passion for helping others and a keen interest in wealth management, my goal is to simplify and create a more positive experience for our clients, always aiming to exceed their expectations. My journey has given me a deep respect for the trust clients place in their advisors. I’m committed to making a meaningful difference in clients’ financial lives, guiding them with empathy, expertise, and a focus on their long-term success.
When you work with me, I aim to instill in you feelings of peace, confidence, and relief. I want you to feel connected, informed, and happy, giving you more time to focus on the things you love doing.
My wife, Kimberly, and I form a dedicated husband-and-wife financial team at Flagship Harbor Advisors. We believe that our combined expertise and shared commitment to our clients' financial well-being make us a formidable team. Outside of work, we are incredibly proud of our daughter Michaela, a recent graduate of Texas Christian University, currently pursuing her MD and a Master's in Public Health at the University of Texas in San Antonio.
When I'm not helping clients navigate their financial journeys, I cherish quality time with family and friends. I’m an active member of the community, a Board member, and a member of the Finance Committee of Child and Family Services for the past 12 years, as well as a former member of the Town of Duxbury Finance Committee.
You'll often find me on a beach or a boat in the harbor, soaking up nature and enjoying the company of loved ones.