Experience

Rising Tides Financial

• Financial Services
• 1 - 100 Employee

• Managing Director / Founder

  • Mar 2016 - Present

  Needham, MA As a fee-only Certified Financial Planner(r) and a CPA located in Needham, Massachusetts, I will guide you in achieving your financial goals and in securing your financial future with strategies to minimize your income and estate taxes. I have subject matter expertise in mortgages, real estate, income tax, estate tax, budgeting and debt management, retirement planning - accumulation and distribution, insurance protection, small business retirement plan selection, business entity selection for… Show more As a fee-only Certified Financial Planner(r) and a CPA located in Needham, Massachusetts, I will guide you in achieving your financial goals and in securing your financial future with strategies to minimize your income and estate taxes. I have subject matter expertise in mortgages, real estate, income tax, estate tax, budgeting and debt management, retirement planning - accumulation and distribution, insurance protection, small business retirement plan selection, business entity selection for start-ups, individual and business tax return preparation. I work virtually with clients across the country using via online meetings and in the Boston area and work closely with estate planning attorneys, insurance representatives and CPAs as needed. Show less



Commons Capital Advisors, LLC

• Private Wealth Advisor

  • Jun 2014 - Dec 2015

  Needham, MA Private wealth management and comprehensive financial planning services for individuals, families and business owners. Work with small businesses to advise on and implement tax-qualified retirement plans.



Crossroads Financial Strategies

• Managing Director / Founder

  • Jul 2008 - May 2014

  Needham, Massachusetts Financial advisory services with a specialty in income tax planning for high net worth individuals and business owners.



Navint Partners, LLC

• Senior Client Relationship Manager

  • Jun 2006 - Jul 2008

  Rochester, New York Project Manager - manage deadlines, budgets and software implementations.



ProVision Financial

• United States
• Financial Services
• 1 - 100 Employee

• Managing Director / Founder

  • 1996 - 2006

  Needham, Massachusetts Accounting software systems sales and implementation. Re-engineered financial systems to maximize staff productivity and eliminate data redundancies.



Mills and Morrissey, CPAs

• Tax Manager

  • 1991 - 1995

  Burlington, Massachusetts Income tax planning and tax minimization strategies for affluent individuals and business owners.



Laventhol & Horwath, CPAs

• Audit Supervisor / Senior Tax Associate

  • 1987 - 1990

  Greater Boston Area Performed and managed audits of small to mid-sized companies. Prepared corporate and individual income tax returns. Researched and documented complex tax issues.



Neal J. Harte & Associates, CPAs

• Senior Accountant / Income Tax Specialist

  • 1985 - 1987

  Woburn, Massachusetts Performed audits, reviews and compilations of closely held corporations. Provided income tax planning services to individuals and business owners.