As a wealth management professional with prior experience as a CPA (currently non-practicing at Morgan Stanley), I offer a unique set of skills, knowledge and experience for the high net worth families and business leaders I proudly serve that is often difficult to find in one advisory team. For more than 20 years, I have been helping families in the North Atlantic region and across the country solve their financial challenges and navigate the complexities associated with managing their wealth. I focus on what is most important to each of my clients, so I can develop a plan that is designed to build, preserve and transition their wealth in a manner that is aligned with their values, aspirations and personal circumstances. I consider myself a lifelong learner and am committed to continuing education for myself and my clients. A former CPA (non-practicing at Morgan Stanley), I am a Certified Financial Planner TM (CFP) and a Chartered Retirement Planning Specialist. I also earned a number of designations at Morgan Stanley, including Family Wealth Advisor, Senior Investment Management Consultant and Financial Planning Specialist. These credentials enable me to remain on the forefront of the latest wealth management strategies and deliver a thoughtful and caring client experience. Outside of the office, I bring the same level of energy, focus and care to the activities I enjoy. I am active in several community organizations, serving on the Board of our local YMCA and the New Bedford Whaling Museum. I also volunteer for Junior Achievement and am a member of the New Bedford Country Club. In my free time, I like to ski, and play golf. To date, Ive had three career hole-in-ones the first on my 10th birthday and the most recent in the fall of 2017. NMLS# 1297951 