I started in financial Services Industry in 2008 with New York Life. Specialized in Life insurance planning. Left NYL in December 2014, as an independent agent. Joined NEXT Financial in 2019 and began working with Orbis Strategic Wealth(formerly Retirement Income Strategies). Here I was trained in holistic financial planning where I make a focus at listening to my clients goals and needs and custom tailoring a plan that covers all of their aspects in life, such as market volatility, risk tolerance, time horizon, insurance, with a specific accent on taxes. My clients view their retirement plan like the face of a clock. As a holistic planner, I view their retirement like the gears behind the clock. Each gear has a specific task and will make the whole clock work. This is the same for their retirement plan. Each piece of the plan holds a specific task to make the plan work.
I have a Bachelor's degree in education from Salem State University. I hold my series 6, 63, 65, life and health licenses.
My family is the most important thing in the world to me. My wife Erin, and my two daughters, Morgan, and Zoe. As a family, we enjoy going to museums, hiking and camping. I love watching my youngest daughter Zoe’s dance recitals, and my oldest daughter many Karate tounaments.
I personally enjoy drawing and art. I was an art minor in college. I love music and especially live concerts and have been to 100’s of shows. I enjoy watching the New England Patriots and playing cornhole socially and competitively. I would consider myself a bit of a foodie and enjoy cooking. My family and I love to experience new foods and restaurants together. At 9 and 12 years old, my daughters love sushi, bbq, seafood, etc.