I’ve spent more than 40 years in the financial services industry, including 35 years in corporate finance and strategic planning. Later in my career, I transitioned to personal financial planning and earned the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation, allowing me to apply my analytical and strategic experience to help individuals and families plan for the future with confidence.
I find financial planning tremendously rewarding. The process often reveals opportunities to optimize a client’s resources and design a clear, practical path forward—one that brings both peace of mind and purpose, regardless of life stage. At Elevage Partners, our planning approach always puts the client’s interests first, reflecting the ethical standard that guides my work.
My corporate background taught me that success depends on teamwork and a shared commitment to delivering a superior client experience. Combining those principles with Elevage Partners’ collaborative, specialist-driven model motivates me every day to help clients achieve meaningful and lasting results.
As a big-picture thinker, I draw on a strong analytical foundation that began while earning my bachelor’s degree in accounting from Bucknell University. That mindset continues to inform how I craft personalized, strategic financial plans that help clients align their goals, resources, and values.
Planning is about uncovering options and optimizing resources. I help clients see the path forward—no matter their life stage—with clarity and confidence.
Outside the office, I enjoy golf, cycling, and gardening. My wife and I live in Western Massachusetts near Boston, and we’re proud parents of two adult daughters who now call opposite coasts home.