Helping families, physicians and business owners reach their full financial potential.
My mission is to help individuals and families plan for and enjoy a stable, bright and healthy financial future. Growing up, my father sacrificed seven years of his time, and ours, to become the pediatric orthopedic surgeon that he is today. He worked long hours through weekends and holidays as he balanced his obligations to the Navy in order to financial support our family; in-turn causing our entire family a lot of stress. From this stress though emerged a drive and passion to succeed; something my practice is built around. As I continue to be the best at getting better, my personal goal to help alleviate the financial stresses that often burden individuals and families. After every meeting, my clients leave with more knowledge, understanding and sense of direction to take control of their financial future.
I specialize in working with physicians and dentists, sharing best practices and the latest trends in medicine. I work with physicians as early as their first year of medical / dental school, through residency, fellowship and into their practice. With over 25 years’ experience, our team at The Bulfinch Group offers specific strategies to the unique financial circumstances that medical professionals face.
As an ex-collegiate athlete, staying active is extremely important to me. You will often find me running, biking, hiking, lifting or playing lacrosse. I have coached triathletes on how to be better swimmers, and am currently volunteering as a coach for a youth lacrosse team. I have lived in California, New York, Michigan, Connecticut, and now Massachusetts. With friends all over the country, I enjoy driving around the Northeast to visit some of them and also exploring new areas.
Financial Representative of Guardian, CA insurance license #0L89657.