Financial planning isn’t just about the numbers—it’s about people, their goals, and the lives they want to build. With almost two decades of experience in financial and tax planning, I take a deeply personal, conversation‑driven approach to helping clients gain confidence, clarity, and long‑term direction. I believe the best financial outcomes begin with genuine connection, proactive communication, and an unwavering commitment to putting clients first.
Together with my partner, Fred Clerici, we’ve built a highly skilled, collaborative team that combines technical expertise with a relationship‑focused mindset. Our structure ensures every client benefits from specialized knowledge, seamless service, and a team that truly understands and supports their aspirations.
Throughout my career, I’ve been honored with several industry recognitions - most notably being named twice to Financial Planning’s Top 40 Under 401, an acknowledgement that reflects the passion and care I bring to this work. I’ve also been recognized several times among Forbes’ Top Next-Gen Wealth Advisors2, and our team has earned Forbes’ Best-in-State Wealth Management Team honors on multiple occasions3. These accolades are meaningful markers of the commitment we bring to our clients every day.
Outside of my professional life, I’m a dedicated husband to my wife, Tierney, and a proud father of four. I stay active through fitness, sports, and coaching, and I’m deeply committed to serving the community through nonprofit leadership and volunteer work.
At its core, financial planning is about more than growing wealth - it’s about building a life aligned with your values and priorities. That’s what my team and I strive to help clients achieve every day.
1Published 2/18/25. Data as of 9/30/24; Published 2/11/26. Data as of 9/30/25.
2Published 8/8/24, rankings based on data as of 3/31/24; Published 8/6/25, rankings based on data as of 3/31/25.
3Published 1/9/25, rankings based on data as of 3/31/24; Published 1/7/26, rankings based on data as of 3/31/25.