Call Me When... I help high net worth clients have a better relationship with their money. Call me when you are looking for multi-generational planning and financial coaching.
MBA Global Finance, Bryant University. Graduate Certificate Financial Therapy, Kansas State University. Series 65.
Wealth Management and Family Office Services
Transition Planning Certification
Financial Therapy and Mindfulness Coaching. HNW/UHNW Wealth Management and Family Office Services.
Greater Boston Corporate
4 Year Member
Chapter Leadership Role
Why I'm a Member of XPX
The quality of programming content and collective knowledge of the group, along with its welcoming character, best describe why I am still a member, however I was drawn to the organization for its resources for business owners which remains a perk.