I am passionate about the way the wealth conversation evolves over time as clients begin to realize they have mostly fulfilled their family obligations and are prepared to transition into a comfortable retirement.
I aim to restore your time and to help you create the space to begin to think about wealth in the context of the things that matter most to you, whether it be your career, your children and grandchildren’s education, your charities, or simply spending more time with family and friends.
I reside in Newton, MA, with my wife, Anne, and daughter, Sasha.