I am a lifelong Bostonian. I received my MBA in Finance from Bentley University in 1992 and shortly thereafter started my career at the Boston based investment manager Eaton Vance. I started my career researching companies for investment considerations, mostly focused on Consumer Discretionary, Staples, and Technology areas of the investment universe. This led to a successful 25 year career as a portfolio manager mainly focused on growth/core style investments. I've managed several funds, and portfolios for retail and institutional clients with peak assets under my management over $45 Billion. In June 2022, at the age of 56, I retired from Eaton Vance. Not long thereafter, I started thinking about my next chapter.

Anyone who knows me professionally or personally knows of my passion for investing. Since retirement, I have been successfully managing my own money. I have also been helping and guiding friends and family towards smarter decisions when it comes to their own personal money management. Over these last two years I recognized how in the dark most people are regarding their finances. Especially younger adults. I decided to start this business to help others as well. I truly love what I do and feel I make a difference.