Prior to starting Nashoba Valley Wealth Management, I worked 26 years at Fidelity Investments, which included 14 years as a Vice President / Financial Advisor and 3 years as a Branch Manager.
I earned the Certified Financial Planner (CFP®) designation in 2003 and an MBA from Seattle Pacific University in 1997. I’m also an Enrolled Agent (EA), federally licensed by the IRS to represent taxpayers.
I’m also a member of the:
- Financial Planning Association (FPA)
- XY Planning Network
- National Association of Personal Financial Advisors (NAPFA)
- Fee-Only Network
My wife and I reside in Stow, MA. We are also very proud that each of our 3 children are currently pursuing degrees in New England colleges. Outside the office, I enjoy traveling, reading, running, and walking my dog, Charlie.