Early in my career I worked for a respected bond trading firm. While this was a valuable initiation to the financial markets I felt the need to augment my technical knowledge with deeper financial planning skills. I returned to graduate school and subsequently began preparing for the Certified Financial Planner™ certification, the most comprehensive planning accreditation in the industry.
I earned the Certified Financial Planner™ designation in 2006. On my way to earning that designation, I discovered financial life planning.
The core of financial life planning is a commitment to helping people reach their personal financial and life goals. It is a deliberate departure from traditional, transaction-based financial management. This theme struck a powerful chord with me. It offered a way to bridge the gap between the vagaries of the financial markets and what matters most in peoples’ lives – their individual goals and values.
My introduction to Wealthcare and to its unique planning process cemented my commitment to financial life planning.
I joined Wealthcare in 2012 so that I could provide objective, goals-based planning to families. As a Wealthcare Advisor, I have the tools and the team to serve my clients with distinction and with integrity.
I am a graduate of Lehigh University (B.S. 1994), Cornell University (M.B.A. 1999) and the College for Financial Planning (2006).
I am a passionate fisherman, a wing shooter, and an occasional athlete. I am a frequent blood donor and a registered bone marrow donor. I spent my high school summers as the lowest man on a professional auto racing team. Working for Holbert Racing taught me lessons about people, teamwork, and attention to detail that I still carry with me today.
I live and work in East Dorset, Vermont, at the base of the Green Mountains and near my favorite trout stream. My wife Holly is a writer and designer in the field of health literacy. We have three children, aged 9, 15, and 17. Their many talents include art, pet care, athletics, parental negotiation, and culinary evaluation.
I currently head the Dorset Parent Volunteers. I formerly served on the boards of the American Museum of Fly Fishing, The Dorset School, United Counseling Services of Bennington County, and the East Dorset Fire District #1.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.