I launched Vis Wealth Partners in 2016 motivated by the desire to help clients discover what’s important to them and match their needs with the right financial tools. From experience, I know how hard the journey to success can be, and how much it helps to have guidance along the way.

I faced a lot of challenges growing up. When I left home, I went straight into the workforce, driving trucks cross-country for a living. But without a college degree, I ran into a lot of red tape, and it was hard for me to advance my career.

So, I decided to put myself through school and find a way off the truck. As part of a school project, I wrote a business plan about being a financial planner. In the process, I realized this was a path that could help me have a meaningful impact on people’s lives.

When I graduated, I approached Baystate Financial, and with a little bit of persistence, convinced them to support me in starting my own fee-based financial planning firm.

In the years since, I’ve built a firm that helps my team and me give back to individuals and the community. The nontraditional path I took to success has taught me the importance of being open, warm and approachable when working with clients. I am passionate about sharing the knowledge I’ve gained, explaining it thoroughly, and offering clients from all walks of life a chance to secure their financial futures.

When I’m not at my desk, you’ll find me playing chess, behind the lens of a camera, or hiking with my family in the mountains of Maine and New Hampshire. When given the opportunity, I love the chance to share the joy of nature with clients, as well.

I’m proud that Vis Wealth Partners has become a full-service agency supporting a growing staff and book of business. We look forward to helping you learn, grow and take control of your financial future.

Hobbies

Hiking, Golfing, Traveling, Skiing