I was born in Hyannis, Massachusetts, and graduated from Massachusetts College of Liberal Arts in 1995 with a Bachelor of Arts in Business. For more than 24 years, I have dedicated my career to helping individuals and families pursue their financial goals through strategic planning and clear communication. My experience spans account development, sales strategy, and client relationship management. Throughout my career, I’ve focused on building lasting relationships by guiding clients through complex financial decisions with clarity and purpose. Holding licenses in life, accident, and health insurance allows me to take a comprehensive approach to planning, ensuring each strategy reflects the full scope of my clients’ financial needs.
I reside in West Newbury, Massachusetts with my wife, Velika, who teaches second grade. We have two sons, Justin and Colby. Outside of work, I enjoy spending time with family and friends and can often be found on the sidelines watching Colby play football and baseball. I’ve also been actively involved in the West Newbury youth baseball league since 2008, serving as both a coach and a board member.