“A long, healthy, and happy life is the result of making contributions, of having meaningful projects that are personally exciting and contribute to and bless the lives of others.” – Stephen R. Covey
As a Partner and Director of Financial Planning at Beauport Financial, I design custom financial plans utilizing investment and insurance products while leading the firm’s investment and insurance teams. I have over 16 years of experience in investment management, insurance planning, and financial planning and hold FINRA Series 6, 7, 63 and 65 registrations and Insurance licenses for Life, Variable Life, Health and Annuities.
Drawing from my technological expertise, I oversee and maintain Beauport’s state-of-the-art Financial Technology(FinTech). I also work closely with the managing partners in leading new business initiatives.
Professional Associations & Philanthropy
- Gordon College Faith & Financial Forum, Board of Advisors
- North Shore YMCA, Corporate Board of Directors past member
Away From the Office
My wife, Brooke, and I live in Beverly and are always on our toes raising two young children, Elias and Renee. We are hoping to add a third child to our family through adoption. When not in the office, you can find me out on the ocean trying to land my next fish or at the beaches (unlike the beaches I grew up with in Hawaii) and spending quality time with friends and family.
