The best financial decisions are made early, made together, and made with someone who knows what's at stake. That is the work I show up to do.
As a Financial Advisor at Finivi, I work with individuals and families on the decisions that shape their financial future. My role is to bring discipline and care to the day-to-day of a client’s plan, from investments to planning to tax and estate work, so nothing important slips through the cracks.
I joined Finivi in 2024 and have built my early career around a simple idea: financial advice works best when it is coordinated, honest, and rooted in a real relationship.
My Story
I grew up in Westwood, Massachusetts. My parents didn’t lecture us about hard work. They modeled it, and by the time I was in high school, I knew I wanted to build something of my own.
The summer I was nineteen, I bought a pressure washer and started knocking on doors. That side hustle became JNJ Window Services, a small business I grew from a single truck into an operation that completed more than 200 jobs and put a team of employees on the payroll. Running JNJ taught me how to price honestly, hire well, make payroll when a customer paid late, and stand behind my work when a job didn’t go as planned. It also taught me that a business, like a financial plan, is only as strong as the trust behind it.
At Bentley University, I majored in Finance with a concentration in Personal Financial Planning. I was more interested in the planning side of the business than the trading side, drawn to the decisions families make about a first home, a college fund, a parent’s care, a legacy. I led Bentley’s Alternative Investment Group, joined the CFP Board program, and interned at a wealth management firm, all while continuing to run JNJ on nights and weekends. I joined Finivi during my senior year and graduated cum laude in 2025.
Professional Background
I chose wealth management deliberately. I wanted to learn from advisors who take planning seriously and who put clients first as a matter of practice, not positioning.
As a Financial Advisor on Finivi’s Family Wealth Services team, I support clients across investment management, financial planning, retirement income, and estate planning. Financial advice is often fragmented, with separate conversations around investments, taxes, and estate matters. I bring those pieces together into one strategy, so my clients don’t have to. I am currently pursuing the CFP® designation to expand the guidance I provide.
Personal Pursuits
Outside the office, I spend as much time outdoors as I can, whether fly-fishing rivers from New England to Wyoming or birdwatching in the early morning quiet. I enjoy refining my golf game and experimenting with new techniques on the grill. Above all, I value time with family and friends, and I am always looking to learn something new.
