My financial services career began in 2006, and I have been providing comprehensive financial planning and investment management services to individuals, families, and institutions for 20+ years. My greatest accomplishments come with guiding clients to and through retirement with confidence, clarity, and success. As a Certified Financial Planner (CFP®) and Certified Trust & Fiduciary Advisor (CTFA), I enjoy walking clients through how all the puzzle pieces of their financial lives fit and work together to improve outcomes and reach goals. I believe that working with a trusted fiduciary advisor dramatically increases the odds of success, and I work to distill complex ideas and solutions into easily understood and actionable items.
With Madison Partners, I’m able to use industry leading tools, resources, and technology to improve outcomes for my clients while being a true fiduciary 100% of the time. As a former University of Vermont soccer player, I stay active by continuing to play soccer, snowboard, run, hike, and chase around my kids. I live in Shelburne, Vermont with my wife, Lisa and 2 boys, Lorenzo & Paxton.
