I was born in Virginia and grew up splitting my time between Cape Cod, Massachusetts, and Virginia. I spent winters playing hockey and snowboarding, but spring and summer were when the Cape was like Heaven on Earth: golf, ponds, beaches, and hockey were five minutes away! Don’t forget New England pro sports!
After attending Bryant University, where I studied business management and psychology, I put my newly acquired degree to work by joining the world’s greatest Navy. I served onboard nuclear-powered submarines in the Engineering Department and was a Navy-qualified scuba diver. I found quick success by taking pride in my job and contributing to my team.
Sadly, my Navy endeavor came to an end after being diagnosed with two types of cancer and being medically retired. Just a couple weeks after my diagnoses (same day, different doctors, twice the fun) my wife Erin, a high school teacher, had our first daughter. Now, it was really time to put that degree to use.
I embarked on a new journey as a financial advisor with a major insurance provider and broker-dealer. My second daughter was born and our family became complete, and Disney trips ensued! While managing the planning and investments for my team, I continued my education and achieved the Certified Financial Planner® professional designation, Enrolled Agent, Chartered Financial Counselor, and am certified in Long Term Care.
My education has taken me as high as earning my Master’s Degree in Advanced Financial Planning, concentrating in Taxation. My next educational journey is the pursuit of my Ph.D so that I can be best equipped to communicate, educate, and create new, practical knowledge.