Partner | Wealth Management Advisor

• 2012 - Present

At Eaton-Cambridge, we work with investors who care deeply about the important things in life and who find joy in places far more permanent than beating the S&P 500, achieving a lower portfolio standard deviation, or being invested in the hot asset class of the week. We work with those investors who realize that navigating this ocean of noise and confusion on the way to a more secure and enjoyable life is a difficult journey that will require discipline, patience and planning…but that given those attributes, along with a sense of irony and humor…we will most assuredly get there and have fun along the way. At Eaton-Cambridge we partner with our clients to create bright and confident financial futures. Show less

Financial Planning Consultant

• 2010 - 2012