Premier Advisor
I joined Stonehearth Capital in May of 2022 with over a decade of experience in the industry. Although I grew up in the South Shore, when it came to college I opted for a change of scenery and warmer weather, attending the University of Tennessee.
After graduation, I moved back home and began my career in wealth management. My experience working in both large and small firms has allowed me to work with many different families and diverse backgrounds. During the past 10+ years, I gained an extensive background in personal wealth management and retirement planning in addition to becoming a Certified Financial Planner (CFP®) and obtaining my MBA.
I now reside in Dedham, with my wife Julie, two children (daughter, Zuzu, and son, JJ), and our dog, Smokey. In my spare time, when I am not rooting for my Tennessee Vols and New England Sports teams, you will find me on the local golf courses, playing hockey, or spending quality time outdoors with my family.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
MA
08/05/2022 - Present
Stonehearth Capital Management (DANVERS MA)
MA
01/05/2021 - 01/19/2022
GW & WADE ASSET MANAGEMENT COMPANY, LLC (Needham MA)
MA
01/08/2015 - 01/04/2021
COMMONWEALTH FINANCIAL NETWORK (NEEDHAM MA)
BOTH
Issued 06/18/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/26/2024
Series 24 - General Securities Principal Examination
BC
Issued 06/26/2024
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/08/2015
Series 7 - General Securities Representative Examination
Active
Inactive