As a former college basketball player, I learned to value being part of a team. What I couldn’t accomplish on the court, my teammates could. We each brought unique abilities and strengths to the team. Together we could achieve success in ways that none of us could have individually. Each integrated member of the team increased the capabilities of the whole team.
Professionally, I’ve found this by joining the Profectus Financial Partners (PFP) team at The Bulfinch Group. I bring to the team my hard work, my passion for serving families, and experience in investment philosophy and cash flow management solutions. This combines with their experience in retirement income planning, protection planning, estate and tax planning strategies, etc. Our clients get the combined, experience, and service of the whole PFP team.
I grew up on Cape Cod in the town of Bourne. Growing up in a small town, I learned to appreciate our sense of community and the closeness of relationships. I now see my clients as my community – as people to be loved, served, and cared for. Each family has unique needs, unique goals, and unique values but all of them receive the same level of commitment to their profectus (success) from me and the rest of the PFP team.
When I am not working, you’ll find me running, reading comic books, cheering on my favorite Boston sports teams, and spending time with family and friends on the Cape.
Registered Representative and Financial Advisor of Park Avenue Securities and Financial Representative of Guardian, CA insurance license #4215367.