About Me

I grew up in Massachusetts and still reside here today. Upon graduating high school, I really had no idea what was next. I guess my default assumption was to follow the typical path; go to college, get a job, work for 40+ years and then retire. I ended up attending Bryant University, but after 2 years I was still left having no idea what direction I wanted to go in.

I’ve always been a numbers guy and loved helping people, so I was looking to find the right mix of these two in a career. Then I discovered financial planning and realized it was exactly what I was searching for. It gave me the opportunity to focus on my strengths (the numbers) and also make a meaningful impact by helping people optimize their financial situation. Even if it didn’t work out in the long term, I figured I’d at least be able to better manage my own finances.

I went on to graduate from Bryant with a degree in financial planning, then became a CERTIFIED FINANCIAL PLANNER™ professional. For most people (especially business owners) taxes are their biggest expense, so I also became an IRS Enrolled Agent, which gave me the knowledge and insights to help clients effectively (and legally) reduce their tax bill and avoid running into problems with the IRS.  

I bounced around to a few different jobs early on in my career, trying to find an environment that I could work in without the conflicts of interest that often come with getting paid solely to sell products or manage money. I ended up becoming a financial advisor at Ballentine Partners, providing comprehensive wealth management services to high-net-worth families with >$25 million of investable assets. I really enjoyed the work and helping people reach their financial goals, but knew I ultimately wanted to start my own thing.

I discovered my true passion was working with small business owners. Yes, providing timely bookkeeping and accurate tax filings, but also helping them identify the key metrics in their business that they can optimize to truly succeed in their business. That lead to me starting UFP, where we work to help business owners implement strategies that free up their time, drive revenue, increase profit, decrease expenses and reduce taxes.