The important things…

For over 31 years, I begin each day excited to listen to my clients, connect with their families and work on a plan to help them worry less and enjoy life more. I love working with families and managing the day to day challenges while keeping our eyes on their long term goals.

The professional things…

Since 1994, I’ve been serving my clients as a financial advisor, and since 2011 I’ve held the CFP (Certified Financial Planner)^® designation, raising my planning expertise to the highest level and providing a road map for my clients to achieve a comfortable retirement. I graduated from Boston University and started my career as a mechanical engineer. In 1993, after seven years as an engineer, I changed careers and joined Smith Barney as a Financial Advisor. My wife, Susie, and I enjoyed 9 terrific years in Seattle before moving back home to New England. Many of my clients still reside in Seattle. I also serve clients in San Francisco, San Diego, Denver, New York, as well as New England and a few southern states. In 2013, I became a Founding Partner and Managing Director of Steward Partners Global Advisory, LLC. and have enjoyed every minute since, surrounded by this group of independent and forward thinking advisors and colleagues. My career has brought me great happiness, a sense of pride in helping others, and the chance to build relationships with intelligent and interesting people.

The interesting things…

Married since 1992, my wife Susie and I have 3 sons, one dog, one horse, and a property full of wildlife that Susie feeds regularly, so it’s like living in The Nature Channel. Aside from enjoying travel together, Susie has returned to her childhood passion of competitive equestrian show jumping while I enjoy running in road races, playing golf, skiing, and cycling. Although I now accept the fact that I cannot keep up with my boys on a bike, on the road, or on skis, I enjoy these activities the most when the boys join us in the fun. Recently, the boys joined me to raise money for The American Diabetes Foundation and rode alongside me for 32 miles in Kennebunk, Maine. Currently, all three boys are out west, living in Montana and Colorado.

The important things…

I’ve been married to my husband since 1999, and we have two energetic and curious children. We love family game nights, biking in a park, Lego challenges and curling up on a couch with a good book. Family reminds me that you never stop learning and to embrace challenges and complexities of life.

The professional things…

My background, and innermost impulse, is teaching/education which really comes through in my work of communicating clearly and making a meaningful connection with families we serve. I’ve come to realize that having tools and expertise is only one piece of the relationship. But what’s more important is the empathy and the mindset to work together to formulate a plan. In my long career, I’ve been trained to become an expert in many fields but the rapport I have with families motivates me to provide anxiety-free experience, to reach out and stay in touch.

The interesting things…

When I’m away from work, I love learning about people around me, helping in the community and spending time with my family. I’m a big believer that simple acts of thoughtfulness can inspire a chain reaction. I’ve seen it around me while talking to neighbors, friends or fund raising for schools or children’s causes. It’s my way of showing that we are true stewards of the tenet we hold dear: treat others the way you want to be treated.

The important things…

Having grown up in a large family, I learned early on the value of communication, collaboration, and support. While it could get a little chaotic at times, having that strong foundation gave me the confidence to take risks and try new things. I want to provide that type of support to our clients and their families, so they feel confident in their journey.

The professional things…

After graduating from Arcadia University, I began my career at Bank of America. During my 6 years at Bank of America, I developed a passion for building strong client relationships through personalized attention and proactive support. I enjoyed celebrating both the small and big wins with my clients. I’m excited to bring that same energy and commitment to our clients here at Highwater Wealth Group. I’m proud to be a part of such a skilled and wonderful team.

The interesting things…

I love trying new experiences, whether it’s skydiving, learning how to make pasta in Rome or riding a camel through the Sahara Desert. I’ve been lucky to try a lot of these new experiences with my family and friends. My parents always taught me to treat others with kindness, and I believe that mindset has helped me make meaningful connections wherever I go. Besides traveling, another way I like to learn about new cultures is by trying new restaurants or experimenting with recipes at home.

The Important Things

The experiences I've had with friends and family are what I value most. I enjoy plenty of hobbies, but what makes those experiences meaningful is having people to share them with.

Travel has always been a big motivator for me. Seeing different places and meeting people with different perspectives has shaped the way I look at the world in ways that can't be replicated elsewhere. I work hard to create opportunities for those experiences in my own life, and I enjoy helping others do the same.

 

The Professional Things

My interest in financial planning started with a desire to build a career centered around relationships, a sense of purpose, and helping people feel confident about their financial decisions. After graduating from Southern New Hampshire University, I joined Fidelity Investments, where I worked directly with clients and supported a wide range of financial needs. That experience reinforced the importance of honesty, trust, and hard work – values that continue to guide how I serve clients today.

I was drawn to Steward Partners because of its independence and the flexibility it provides in serving clients. Today, I enjoy helping individuals and families understand, simplify their financial decisions and develop plans that reflect what matters most to them.

 

The Interesting Things

Most of my hobbies involve being outdoors. I've been skiing since I was two years old, and much of my winter is spent exploring mountains around New England, especially Sunday River, Jay Peak, and Saddleback. I also enjoy backcountry skiing and the challenge that comes with earning every run.

Outside of winter, my time is usually spent seeing friends, golfing, hiking, rock climbing, or attending concerts. Travel has remained a constant interest throughout my life, and I've been fortunate enough to visit 22 countries so far. Patagonia is still one of the most memorable places I've experienced, and my list of places I'd like to see continues to grow.