“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 lead our Financial Planning team and design customized financial plans and also lead the firm’s investment and life insurance new business teams. I have over 20 years of experience in investment management, life insurance 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 manage Beauport’s state-of-the-art Financial Technology(FinTech) stack.
Professional Associations & Philanthropy
- Gordon College Faith & Financial Forum, Board of Advisors past member
- North Shore YMCA, Corporate Board of Directors past member
- Greater Beverly YMCA, Board of Directors past member
Away From the Office
My wife, Brooke, and I live in Danvers and are always on our toes raising two children, Elias and Renee. 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 on in Hawaii) and spending quality time with friends and family.
