I'm originally from the Albany, New York area, and attended college at Bentley University. In my senior year of study, I decided to commit to financial planning, wanting to help those who work in the field of medicine - Biotech and Pharmaceuticals.

My dedication to Biotech, Pharma, and Life Science professionals comes from my experience as a teenager when my life changed after being diagnosed with Type 1 diabetes shortly after I turned 16. That experience helped define the person I've become today and sparked in me a lifelong interest in the medical field, and a desire to help others. Especially those who were there for me when I needed it.

I work through Baystate Financial, where I guide my clients through the different areas of financial management and planning. I'm Boston-based, however I work with and take on new clients all over the country. Giving people the knowledge and confidence they need to empower themselves and build a better financial future is simply part of who I am.

I currently live in the South End of Boston with my girlfriend, Claire. In my free time, I enjoy making music (mostly through playing guitar), watching dogs, socializing, and spending time outdoors. Each and every day I strive to become a better version of myself, and am very serious about self-improvement, in addition to helping others become the best versions of themselves as well.

𝐖𝐇𝐀𝐓 𝐈 𝐃𝐎: Scenario-based financial planning for Biotechnology, Pharmaceuticals and Life Sciences Executives/Professionals, i.e. modeling and mapping out all the "What-ifs" in life.

𝐖𝐇𝐎 𝐈 𝐖𝐎𝐑𝐊 𝐖𝐈𝐓𝐇: Our team focuses on assisting individuals and families around the country working in the rapidly growing Biotechnology and Pharmaceutical industries.

𝐖𝐇𝐘 𝐈𝐓 𝐖𝐎𝐑𝐊𝐒: While each person's financial situation is unique, we have found that many of our clients share similar career trajectories, navigate similar inflection points and ultimately face very similar, unique financial planning implications. I am also a Type 1 Diabetic, I am indebted to this industry for allowing me to live a better life.

Education

Bentley University