I started at Fidelity Investments in 1993, working on the phones at their Salt Lake City office, with no idea how that company would shape my career, and really my life, for the next 33 years.
During those ensuing decades, I was fortunate to hold many roles at Fidelity. I began my career helping clients choose which mutual funds to buy and quickly moved to an equity and securities trader role, supporting clients by processing trades on their behalf. In that capacity, I was assigned to a small group that processed trades for Fidelity’s fund managers and senior executives in their personal accounts. Later, I managed a team responsible for assisting clients in setting up trust accounts for the Fidelity Personal Trust Company; then I headed a team responsible for helping clients set up professionally managed accounts for Fidelity Strategic Advisors. I subsequently worked for Fidelity’s Stock Plan Implementation team where, as a project manager, I helped large corporations bring their stock plans to the Fidelity platform, before taking a position as a wholesaler for Fidelity Investments Life Insurance Company, where I helped financial consultants and their clients understand the important role that insurance products play in the protection of assets and the success of a financial plan.
Gaining experience in all these roles and departments taught me something very important about myself, and it has become my north star: I take tremendous satisfaction from one-on-one relationship building and helping my clients achieve their financial goals. I count among my most prized possessions the relationships with clients and their families who I’ve been lucky enough to serve.
As a vice president and financial consultant, a role I began in 2008 and held for 18 years, I provided financial planning advice and guidance to over 400 high-net-worth families, including dozens of Fidelity’s own executives and fund managers. I collaborated with each of these households to build individualized investment strategies, all tax-sensitively managed portfolios tailored to their comfort level with risk. I worked with these (often multigenerational) families to help them achieve what was most important to them: funding successful retirements, launching businesses, creating college savings for kids and grandkids, purchasing homes, and, ultimately, crafting estate plans and orchestrating the transition of wealth between those generations in the most tax-sensitive way, while the clients were here as well as after they were gone.
All of those clients have shared their lives with me. I’ve been alongside them when they made the decision to retire, when their spouses have passed, when their children had children of their own, when the markets were booming, and when the outlook was not so positive. And we’ve crafted strategies together that have given them what I believe is worth far more than the money they made: peace of mind.
Now that I’m here in the Mount Washington Valley, I have “hung out my shingle” so I can continue to help some of those families and welcome in some new ones. I am thrilled to reside in Albany, New Hampshire, with my lovely wife, Jennifer, and our five amazing children. As a family, we love traveling, hiking, skiing, delighting in the changes of the seasons, and spending summers on the lake at our place in Maine. In my spare time, I’m also an amateur woodworker; I guess I just love the process of building things.
Let’s see if I can help you build a strategy that brings you peace and prosperity in a volatile world.
Designations/Education:
Series 6, 7, 24, 63, 65 Securities Licenses
Certified Financial Planner®
Bachelor of Science in Small Business Management