Managing Director, Principal

• Oct 2019 - Present

Financial Life Guide

• Jun 2014 - Present

My "why" is that I think everyone on this Earth has the opportunity to live their best life. The one that they truly want. The life that they are supposed to live. This is not an easy thing to accomplish and most people defer or even reject it's consideration. I think that is a mistake. In order to live one's optimal life, they have to be intentional and aware. They have to be prepared to think through the deep and important questions. Many are sleepwalking through life with a "take what I can… Show more My "why" is that I think everyone on this Earth has the opportunity to live their best life. The one that they truly want. The life that they are supposed to live. This is not an easy thing to accomplish and most people defer or even reject it's consideration. I think that is a mistake. In order to live one's optimal life, they have to be intentional and aware. They have to be prepared to think through the deep and important questions. Many are sleepwalking through life with a "take what I can get" attitude. It doesn't have to be that way. I work closely with people to identify the ideal place they want to be in their life - now and in the future. Once we have a destination, we think through the obstacles that might get in the way, develop an action plan to get them there, and monitor it along the way. The planning elements are more than just how to invest money or save on taxes. It takes a complete view of the client's life and looks at the powerful, smart, and long term options available to determine the best course of action. I help people find equilibrium between their heart's core and their money through effective financial life guidance and planning. Show less My "why" is that I think everyone on this Earth has the opportunity to live their best life. The one that they truly want. The life that they are supposed to live. This is not an easy thing to accomplish and most people defer or even reject it's consideration. I think that is a mistake. In order to live one's optimal life, they have to be intentional and aware. They have to be prepared to think through the deep and important questions. Many are sleepwalking through life with a "take what I can… Show more My "why" is that I think everyone on this Earth has the opportunity to live their best life. The one that they truly want. The life that they are supposed to live. This is not an easy thing to accomplish and most people defer or even reject it's consideration. I think that is a mistake. In order to live one's optimal life, they have to be intentional and aware. They have to be prepared to think through the deep and important questions. Many are sleepwalking through life with a "take what I can get" attitude. It doesn't have to be that way. I work closely with people to identify the ideal place they want to be in their life - now and in the future. Once we have a destination, we think through the obstacles that might get in the way, develop an action plan to get them there, and monitor it along the way. The planning elements are more than just how to invest money or save on taxes. It takes a complete view of the client's life and looks at the powerful, smart, and long term options available to determine the best course of action. I help people find equilibrium between their heart's core and their money through effective financial life guidance and planning. Show less

Financial Advisor

• May 2010 - Jun 2014

-Advised high net worth clients on a host of financially-related aspects, which correlate to the goals and values they hold. -Quarterback for the client's financial life, directing the other players on the client's "team" (attorneys, insurance reps, accountants, etc) to move the client up the field and to where they want to be. -Built balanced and tailor-made portfolios for clients based on a varying degree of factors ranging from risk tolerance and cash needs to goal recognition and… Show more -Advised high net worth clients on a host of financially-related aspects, which correlate to the goals and values they hold. -Quarterback for the client's financial life, directing the other players on the client's "team" (attorneys, insurance reps, accountants, etc) to move the client up the field and to where they want to be. -Built balanced and tailor-made portfolios for clients based on a varying degree of factors ranging from risk tolerance and cash needs to goal recognition and market trends. -Meticulous tax planning, utilizing tax policy and research in order to minimize client taxes. -Reviewed estate planning and worked collaboratively with the client in order to craft a plan, which achieves their exact wishes. Show less -Advised high net worth clients on a host of financially-related aspects, which correlate to the goals and values they hold. -Quarterback for the client's financial life, directing the other players on the client's "team" (attorneys, insurance reps, accountants, etc) to move the client up the field and to where they want to be. -Built balanced and tailor-made portfolios for clients based on a varying degree of factors ranging from risk tolerance and cash needs to goal recognition and… Show more -Advised high net worth clients on a host of financially-related aspects, which correlate to the goals and values they hold. -Quarterback for the client's financial life, directing the other players on the client's "team" (attorneys, insurance reps, accountants, etc) to move the client up the field and to where they want to be. -Built balanced and tailor-made portfolios for clients based on a varying degree of factors ranging from risk tolerance and cash needs to goal recognition and market trends. -Meticulous tax planning, utilizing tax policy and research in order to minimize client taxes. -Reviewed estate planning and worked collaboratively with the client in order to craft a plan, which achieves their exact wishes. Show less

Thru-Hiker

• Apr 2011 - Oct 2011

In 2011, I completed a thru-hike of the 2,182 mile Appalachian Trail. The experience was one of the hardest, most rewarding, and mentally challenging endeavors that I ever attempted. I hiked the trail northbound, beginning in Springer Mounain, Georgia and finishing atop Mount Katahdin in Maine. Along the way, I learned the importance of discipline, balance, flexibility, and perseverance. I learned a lot about myself and the value of setting meaningful goals on a daily, weekly, and monthly… Show more In 2011, I completed a thru-hike of the 2,182 mile Appalachian Trail. The experience was one of the hardest, most rewarding, and mentally challenging endeavors that I ever attempted. I hiked the trail northbound, beginning in Springer Mounain, Georgia and finishing atop Mount Katahdin in Maine. Along the way, I learned the importance of discipline, balance, flexibility, and perseverance. I learned a lot about myself and the value of setting meaningful goals on a daily, weekly, and monthly basis. I came out of the experience with a new respect for nature and a deeper bond with my fellow man. Show less In 2011, I completed a thru-hike of the 2,182 mile Appalachian Trail. The experience was one of the hardest, most rewarding, and mentally challenging endeavors that I ever attempted. I hiked the trail northbound, beginning in Springer Mounain, Georgia and finishing atop Mount Katahdin in Maine. Along the way, I learned the importance of discipline, balance, flexibility, and perseverance. I learned a lot about myself and the value of setting meaningful goals on a daily, weekly, and monthly… Show more In 2011, I completed a thru-hike of the 2,182 mile Appalachian Trail. The experience was one of the hardest, most rewarding, and mentally challenging endeavors that I ever attempted. I hiked the trail northbound, beginning in Springer Mounain, Georgia and finishing atop Mount Katahdin in Maine. Along the way, I learned the importance of discipline, balance, flexibility, and perseverance. I learned a lot about myself and the value of setting meaningful goals on a daily, weekly, and monthly basis. I came out of the experience with a new respect for nature and a deeper bond with my fellow man. Show less

Senior Associate

• Aug 2006 - Aug 2009

-Specialized in tax compliance for high net worth individuals, corporations, and foundations in deadline-oriented industry. -Researched complex tax law and treatises in order to provide sound and accurate tax advice to clients and assist managing directors during wealth management meetings. -Formulated specific tax plans for individual clients, which resulted in various levels of Alternative Minimum Tax savings. -Provided training to associates and interns in… Show more -Specialized in tax compliance for high net worth individuals, corporations, and foundations in deadline-oriented industry. -Researched complex tax law and treatises in order to provide sound and accurate tax advice to clients and assist managing directors during wealth management meetings. -Formulated specific tax plans for individual clients, which resulted in various levels of Alternative Minimum Tax savings. -Provided training to associates and interns in technical areas of wealth and tax planning as well as procedural aspects of position. -Collaborated on development of firm-wide paperless methodology and taught new "paperless-system" software training for the CEO, partners, and WTAS employees in the Boston, New York, and San Francisco offices. -Coordinated campus recruiting at Boston College and Boston University from initial interviewing stages through hiring and selection process. Show less -Specialized in tax compliance for high net worth individuals, corporations, and foundations in deadline-oriented industry. -Researched complex tax law and treatises in order to provide sound and accurate tax advice to clients and assist managing directors during wealth management meetings. -Formulated specific tax plans for individual clients, which resulted in various levels of Alternative Minimum Tax savings. -Provided training to associates and interns in… Show more -Specialized in tax compliance for high net worth individuals, corporations, and foundations in deadline-oriented industry. -Researched complex tax law and treatises in order to provide sound and accurate tax advice to clients and assist managing directors during wealth management meetings. -Formulated specific tax plans for individual clients, which resulted in various levels of Alternative Minimum Tax savings. -Provided training to associates and interns in technical areas of wealth and tax planning as well as procedural aspects of position. -Collaborated on development of firm-wide paperless methodology and taught new "paperless-system" software training for the CEO, partners, and WTAS employees in the Boston, New York, and San Francisco offices. -Coordinated campus recruiting at Boston College and Boston University from initial interviewing stages through hiring and selection process. Show less

Production Assistant

• Apr 2006 - Oct 2007

-Collaborated as a member of the in-game production team during Red Sox baseball games; activities included controlling "Jumbotron" images, instant replay, and message boards throughout the stadium. -Created and edited video montages using hours of stock baseball footage, which appeared in between innings of baseball games played at Fenway Park. -Given the nature of the work, duties were performed in a high-pressure, time sensitive environment with an emphasis on team work and… Show more -Collaborated as a member of the in-game production team during Red Sox baseball games; activities included controlling "Jumbotron" images, instant replay, and message boards throughout the stadium. -Created and edited video montages using hours of stock baseball footage, which appeared in between innings of baseball games played at Fenway Park. -Given the nature of the work, duties were performed in a high-pressure, time sensitive environment with an emphasis on team work and accuracy. Show less -Collaborated as a member of the in-game production team during Red Sox baseball games; activities included controlling "Jumbotron" images, instant replay, and message boards throughout the stadium. -Created and edited video montages using hours of stock baseball footage, which appeared in between innings of baseball games played at Fenway Park. -Given the nature of the work, duties were performed in a high-pressure, time sensitive environment with an emphasis on team work and… Show more -Collaborated as a member of the in-game production team during Red Sox baseball games; activities included controlling "Jumbotron" images, instant replay, and message boards throughout the stadium. -Created and edited video montages using hours of stock baseball footage, which appeared in between innings of baseball games played at Fenway Park. -Given the nature of the work, duties were performed in a high-pressure, time sensitive environment with an emphasis on team work and accuracy. Show less