Twelve years in human services changed how I think about helping people. Before I entered financial services, I spent more than a decade working with individuals facing significant personal and emotional challenges. What I watched my colleagues and mentors do, day after day, was find realistic pathways forward for people who felt stuck. When I saw a close friend apply that same instinct in a financial context, and watched someone's situation genuinely improve as a result, I understood that financial planning and human services had more in common than I expected. I made the shift, and I have been in this industry for more than forty years since.
What I do today, whether working with an advisor building their practice or sitting across from a client working through a complex problem, comes back to one thing: helping people see what's possible. The financial picture often looks more limiting than it actually is, and a significant part of my job is clearing away that distortion. People I have worked with over the years have said I make sense out of chaos, create options they didn't know they had, and always put the client first. I take that feedback seriously.
I grew up in Boston and have lived in Bellingham, Massachusetts, for many years, where I served as President of the Bellingham Business Association for a decade. When I am not working, I am usually reading, biographies in particular, spending time with friends, or with my siblings. I have one son and four grandchildren.
- MBA
- FINRA Series 6, 7, 24, 63, 65