Managing Director, Strategies for Wealth
Most of my life has been spent on a team; it’s where I can be the best version of myself. Whether I’m acting as player or coach, my optimistic spirit and ability to break down challenges can bring clarity to even the most complicated situations.
Of all the teams I have been a part of, the one that’s most enriched my life is the Prosperian Team at Strategies for Wealth. Starting as a protégé in 2005 and steadily advancing to a leadership role, I have had the privilege of collaborating with a knowledgeable and passionate group of financial advisors, growing the team to more than triple in size, and working directly with hundreds of amazing clients to create financial confidence.
Now as a Partner at Strategies for Wealth, I have a unique opportunity to share my experiences and insights to coach our team of financial advisors in their pursuit of individual growth and team development. I’m excited to focus on team building essentials, including hiring and retaining talent, identifying partnership and growth opportunities, and strengthening our culture of collaboration and ownership.
I’ve never been one to sit on the sidelines. When I’m not in the office, spending quality time with my wife and two children is my top priority. If I’m not coaching my children’s hockey and basketball teams or hitting the ice myself, you may find me on the water or on Block Island, my favorite place on earth.
One of the best parts about being on a team is the opportunity to celebrate one another’s success and growth. We do this at Strategies for Wealth by providing our advisors with education, support, and the freedom to make their own decisions. As we continue to grow our team, we’re looking for highly motivated individuals with an expanding view of possibilities. If that sounds like you, please reach out to discuss.