Gender Male
After graduating from the University of Vermont, I spent a little over a year at Fidelity Investments working with large corporations in cash management investments. I developed a desire to lead and have an impact on the financial lives of closely held businesses and individuals. In 1993, I started in the financial advice business. I quickly
learned from the individuals and business owners I came in contact with that there was a great need to help organize their financial “house.” They just needed the proper guidance in language they understood. They needed solid independent advice with the solutions, not just another financial product. Over the past 25 years, I have focused on my professional development by becoming a CERTIFIED FINANCIAL PLANNER™, a Chartered Financial Consultant®, an Accredited Estate Planner, and an Accredited Investment Fiduciary® Designee. I have built Wealth Planning Resources with the help of a dedicated team with a combined tenure of more than 40 years.
