As a CERTIFIED FINANCIAL PLANNER™ professional, I believe that great financial advice starts with comprehensive planning—not product placement. My approach is rooted in the idea of diagnosis before prescription, much like the medical field, ensuring that recommendations are made only after fully understanding each client’s unique goals, risks, and circumstances. Since entering the financial services industry in 2012, I have focused on delivering thoughtful, objective guidance through a team-based approach, frequently collaborating with specialists across tax, estate, insurance, and investment disciplines to help provide well-rounded solutions. I live in Charlestown, Massachusetts with my wife, our one-year-old son, and our golden retriever. I value building long-term relationships that align financial decisions with what matters most in life.