We are a story of authenticity, diversity, purpose, and values driven by an in-house team that blends the entrepreneurial spirit of a boutique firm with the comprehensive resources of an established leader.
Partners with individuals, families, and organizations to develop and implement a financial plan centered around their goals and preferences
Served as Senior Manager of Portfolio Advisory Services at Fidelity Investments, where he worked for 21 years and was responsible for supervising a team of RIAs with $9 billion in assets under management
Life Outside of MAI
Enjoys walking his dog, working out, and traveling abroad
Southern New Hampshire University, BS in Business Administration
We look forward to learning about your financial goals.