I have over a decade of industry experience, specializing in working with clients with complex estate and investing needs as well as business owners, seamlessly aligning their personal wealth management needs with their business offerings such as retirement plans. Throughout my career, I have worked for top-tier firms such as Morgan Stanley and Merrill Lynch, gaining invaluable expertise and knowledge that I use to better serve my clients.
My passion for helping people and solving complex problems led me to this career path. I love working in a dynamic environment where I can come in every day and ensure my clients are best positioned to meet their goals. By bringing advanced planning strategies to my clients, I am able to help them utilize their resources to achieve their goals and continue that ongoing relationship over many years through the eventual estate planning and transition phase.
One of the greatest values I bring to my clients is my ability to connect the resources they have now to the goals they have for the future. Working with them, I develop a plan to bridge the gap time in the most efficient way possible. I am often called "one of the family," and I cherish the relationships I have built with my clients over the years.
As someone who grew up in Maine and New Hampshire, I love the ability to enjoy the four seasons here in North Carolina and to explore all the history, sights, and attractions of the southeast. When I am not working, I enjoy cooking, reading, traveling, and spending time with my wife Ami, and our two daughters, Emma and Remi.
I look forward to the opportunity to work with you and help you achieve your financial goals.