I've been a financial advisor with Bay Financial since 2001. I studied economics at Bowdoin, earned my CFP, and have spent the last 25 years doing work I genuinely care about: helping people feel less anxious about money and more confident about their investments and their financial future.
A lot of what I do is simply listening. People come to me with complicated situations, competing priorities, and questions they've been carrying for a while. My job is to help them make sense of it all, build a plan that fits their real life, and feel certain they have someone in their corner who's paying attention to the details.
I keep costs low and the approach clear and straightforward, because that's exactly what I'd want for my own family.
Outside the office, you'll find me coaching basketball, volunteering at the Norwood Food Pantry, doing my best to keep up with our four kids, and spending summers on the Cape with my wife Ali, the kids, and more chickens and houseplants than I can reasonably explain.