Professional
Have you ever noticed that over time, most people have accumulated a “hodge-podge” of financial instruments, but often don’t have a financial plan linking them all together? Or how most people just "know" that they’re paying more in taxes than they need to be, but can't quite pinpoint where the excess is coming from, let alone what to do about it?
My team and I help our clients develop a real, written financial plan so that they know exactly where they are in relation to where they want to be. We also help them with tax efficient strategies.
This allows our clients to move forward with confidence towards meeting their financial goals, allowing them to spend their free time with friends and family, creating experiences; rather than worrying about their financial planning issues.
Associations and Memberships
- CERTIFIED FINANCIAL PLANNER™ Professional
- National Association of Insurance and Financal Advisors (NAIFA)
Personal
I'm originally from a town in Northern Illinois called Libertyville. I relocated to the East Coast back in June of 2006 and currently reside in Bellingham, MA.
I had the somewhat unique experience of being the oldest of 6 kids. I have 4 younger brothers and a younger sister. With my mom, dad and the six of us kids, you can only imagine what road trips were like.
I am married to Chrissy, and I have five wonderful children: Kimberly, Robbie, Andrew, Katie and Jack. Perhaps I'm a little biased, but I think that they are the best kids in the world!
In my free time, I am an absolute sports nut. I love playing sports, watching sports, going to games...I just love it. To name a few, my favorites are: baseball, softball, golf, skiing (snow & water), pro football, racquetball, and I'll occasionally toss the old pig skin around.
Being from Chicago, I'm a huge Cubs and Bears fan. Those will always be where my first loyalty lies. However, living out here, I've grown to love Boston sports as well. Back in 2017, I went so far as to purchase Red Sox season tickets. What can I say?