I grew up in Manhattan, New York. In 1988, I graduated from the prestigious Bronx High School of Science. In 1992, I graduated from the University of Vermont with a Bachelor’s of Science in Business Administration with a Major in Finance and a Minor in Marketing. Upon my graduation, I received the University of Vermont’s highest honor, The Kidder Medal. The Kidder Medal is awarded to the outstanding senior male in character, leadership and scholarship. I then moved back to New York City to take advantage of an outstanding offer to work for and help manage over $300 million for Bear Sterns. Nonetheless, I continued to visit Vermont, as I was obligated to at least come up as a University of Vermont Business School Board of Advisors’ member.
Wanting the quality of life Vermont offered, I decided to move back to Vermont, and in 1999, I opened an Edward Jones Investments office in Shelburne. My office quickly grew from scratch and by December of 2004 I was in the top 1 percent of Edward Jones offices nationwide.
My life suddenly and dramatically changed on January 25th, 2005. After saying goodbye to my then girlfriend, and now wife, Michelle, I was in a near-fatal car accident with a snowplow on my way home. Doctors said I shouldn’t have lived. Luckily, the accident only left me with a temporarily crushed pelvis, causing me to be non-weight-bearing for four months, and leaving me with a surgically repaired ear. My near-fatal car accident changed my perspective on life and on my profession. While still in the hospital, I decided to leave Edward Jones Investments and start my own firm with the goal of not only helping clients invest their money, like the majority of financial advisors, but to become a real Wealth Manager, like the few, with a complete approach to addressing my clients’ full financial lives.
I now help a select group of individuals and couples, from all over the country, whom are retired or very close to it, that are divorcees, doctors, educators, executives, heath care administrators, inheritors, small business owners and widows/widowers make smart decisions with their money. We do this by using a consultative Wealth Management/Financial Planning/Divorce Financial Planning process to identify where they are now, where they want to go, and any gaps for getting there. With our consultative process and a network of strategic partners, consisting of accountants, attorneys, institutional money managers, and insurance specialists, we help our clients make smart short and long term decisions with a focus on their values, goals, risk tolerance and investment style preference.
I am an Accredited Asset Management Specialist (AAMS), through the College of Financial Planning and a Certified Divorce Financial Analyst (CDFA), through the Institute of Divorce Financial Analysts. I am a member of the Financial Planning Association, the Institute of Divorce Financial Analysts, the Association of Divorce Financial Planners, as well as the Association of African American Financial Advisors. I am a 12 year Qualifying Member of the Million Dollar Roundtable (MDRT), the Premier Association of Financial Professionals, which is comprised of less than 1% of the World’s Financial Service Professionals. I am also a 6 year Qualifying Member for MDRT’s exclusive Top of the Table. Top of the Table status is the highest level of MDRT membership and it places someone among the top professionals in the global life insurance and financial services industry.
I am a former member of the University of Vermont's Alumni Association Board of Directors, and a former member of the University of Vermont's Business School Board of Advisors. I am a former member of the Boys and Girls Club Board of Advisors and also the former President and Vice President of the Shelburne Business and Professional Association (SBPA).
In 2015 I was honored to receive the 2015 Distinguished Citizen Award by the Boys Scouts of America's (BSA) Green Mountain Council. The Distinguished Citizen Award is bestowed upon individuals who best exemplify BSA values of leadership, personal responsibility and civic duty. Past recipients of the Distinguished Citizen Award by the Green Mountain Council include, Governor Howard Dean, MD, Governor Madeline Kunin, US Senator Patrick Leahy and US Senator Bernie Sanders.
I live in Shelburne, Vermont, with my wife Michelle and our two sons, Matias and Ezra. I love spending time with and traveling with my family. I really enjoy coaching my sons in ice hockey and lacrosse. I was the Head Goalie Coach for CSB Hockey and the Dynamo Hockey Club and I am a coach and President of the Shelburne Youth Lacrosse program. I personally still play ice hockey, weekly, train for and participate in sprint triathlons, while also skiing in the winter and boating in the summer.