About
I help business owners and mid-career executives with young families prepare for college expenses and plan for retirement. I work hard to help you achieve financial independence and reach your goals.
Our Story
As Financial Advisor and Principal at Cascade Wealth, I specialize in helping people plan out their financial future. I have over 20 years of experience in the financial services industry.
I am motivated by helping people make smart decisions with their money and educating them so that they can spend more time doing the things that are important to them. This passion led me to start Cascade Wealth. I currently live in Belmont, Massachusetts with my wife, Kerin, and my son, Thomas. When I am not serving clients, I enjoy golfing, playing hockey, reading, and coaching Thomas's various youth sports.
I Have the Client—
and Only the Client—in Mind.
My reasons for becoming a financial advisor are deeply personal. I repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. I am confident that with my understanding of personal finance, coupled with my training as a financial professional, I can help people better prepare for the future. After 20 years in the financial services industry, I have spoken with many individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives.
Over the years, I have found that a client/advisor team approach can be an effective method to help clients, who have a wide variety of needs, maneuver through a complex financial-services world.
No one strategy fits everyone, which is why every client gets my undivided attention - from planning to execution to follow-up. I take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.
