What kid grew up in the 70’s and didn’t ride their bike everywhere? At the early age of 10, my bike was my trusted means of transportation which allowed me to work two jobs: a paperboy for the Patriot Ledger and a caddy at the nearby golf club. This set a foundation of values which helped strengthen my character. Working at such a young age taught me how to communicate well with others and manage time, but most importantly it taught me the importance of hard work.

When it comes to work ethics, my mom and dad were the ones who continually instilled the importance of work. It wasn’t until I joined the customer service industry at a local formal wear shop in Canton that I learned the importance of customer service. I found great pride in servicing my customers and retaining customer respect for perpetual business. I think this is why over 90% of my business is from existing client referrals.

I received my BS in Finance from Babson College in 1991, which helped me land my first job in the financial industry at the Bank of Boston. It wasn’t long after that until I became a financial advisor at Commonwealth Financial Network, earning recognition for consistent professional achievement. Such recognition includes being named as a Five Star Wealth Manager* and being named a President's Club advisor for 2024, a distinction based on annual production that places myself among the top 10 percent of the advisors with Commonwealth.

When not working, you can find me golfing, skiing, or spending time down the Cape. I have 4 amazing children, with my youngest two still in college and my oldest two graduated. I’m blessed to have my second son, Kevin, following in my footsteps and entering the financial advising industry. My wonderful wife Kristen is a MD at Mass General, and still puts up with me after 30 years of counting down the days till Christmas…I begin on December 26^th.

*2018 - 2024 Five Star Wealth Manager Award, created by Five Star Professional. The 2024 award was presented in 2/2024 based on data gathered within 12 months preceding the issue date. 4,421 advisors were considered, 580 advisors were recognized. Advisors pay a fee to hold out marketing materials. Not indicative of advisor’s future performance. Your experience may vary. For more information, please visit www.fivestarprofessional.com.

I recently moved back to Waltham, the town in which I was born and raised. My prior job allowed me to travel often, I’ve seen over 40 states and countless cities, but the Boston area is home, and I could never imagine living anywhere else. I am fortunate to share this home with my wife Lori, an ICU nurse, and our two dogs: Blueberry, a Corgi, and Coco, a Golden Retriever. I’d be thrilled to share the hundreds of pictures I have of them (the dogs that is)!

 I grew up in a blue-collar, hard-working family. My mom and dad always worked incredibly hard to ensure I had what I needed; I like to think that work ethic rubbed off on me. I have worked for as long as I can remember. My dad was a truck driver for the Boston Globe which helped lead to my first job at 12 years old. Selling Newspapers in the cold in front of Dunkin Donuts at 5am every Sunday morning. It wasn’t a glamorous job, but it taught me so many valuable lessons about life and hard work.

 I graduated cum laude from Western New England University with majors in Finance and Economics in 2012. After graduating, I landed a Compliance job with a small broker dealer in Lynnfield, MA. A year later, I joined Nate Law at Commonwealth as an auditor on the Compliance team. Seven years on the job has allowed me to observe and meet hundreds of Financial Advisors. Each advisor did things slightly different, but they all had one commonality, they wanted to help clients achieve their financial goals. This is what led me to becoming a financial advisor, I want to help you achieve your financial goal, vision, and dreams.

When not working, you can find me on the golf course or playing with Blueberry and Coco on our daily dog park trips. Lori and I are foodies, we love trying new foods and restaurants. Send me an email and I can give you my top 5 places to eat, or better yet you can give me yours! Every year my college roommate and I take a trip to a new National Park, there is something magical about laying in a sleeping bag and looking up at the billions of stars. I would love any recommendations on restaurants or National Parks to visit! I look forward to working with you!

*2022-2023 Five Star Wealth Manager Award, This award was issued on 02/01/23 by Five Star Professional (FSP) for the time period 05/23/22 through 01/06/23. Fee paid for use of marketing materials. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 3,923 Boston-area wealth managers were considered for the award; 578 (15% of candidates) were named 2023 Five Star Wealth Managers. Not indicative of advisor’s future performance. Your experience may vary. For more information, please visit www.fivestarprofessional.com.

I never imagined I would live in the same town for more than five decades. Growing up with my parents and 3 brothers in a tight-knit community made leaving difficult. I managed to persuade my husband to swap city life for the suburbs of Canton. Over the years, we’ve raised our two daughters in the place I proudly call home. We're fortunate to have shared countless weekends and vacations with our extended family, including 16 nieces and nephews who live nearby. During the summer, we spend most weekends down the Cape, and we frequently travel to Tuscaloosa, Alabama to visit our daughters who both attend the University of Alabama—Roll Tide!

My journey in finance began at The Boston Company, where I served as a Senior Mutual Fund Accountant after graduating from Bentley University in 1993. After a few intense years in the industry, I took a break, relocating to Wilmington, NC, to enjoy coastal living. Although my departure was not eagerly celebrated by family and friends, who often flew down to visit, I realized that Massachusetts was my true home. Upon returning, I started at Scudder Kemper Investments, Inc. as a Control Analyst, helping portfolio managers assess companies for fair market valuation.

In 2000, I embarked on new personal and professional chapters: I got married, purchased my first home, and left the financial sector to work with my brother Tom and my father at their family-owned Local #17 Sheet Metal Contractor company. Over nearly 20 years as the Controller/Treasurer, I gained profound insights into the construction industry and formed many friendships with my coworkers and customers.

In 2019, I returned to the Financial Industry to support my brother John in my current position as a Client Service Associate. My role encompasses a wide array of tasks, including daily client contact to assist in opening accounts, transferring investments, and ensuring seamless transitions to suitable opportunities. This is where I belong, and where I intend to finish my career.

I grew up in Canton, MA and attended Xaverian Brothers High School in Westwood, MA. I currently reside in the Savin Hill area of Dorchester.

In May of 2023, I graduated from the University of Massachusetts Amherst with a BS in Managerial Economics and a minor in Mathematics. There, I was also the Chancellor of UMass’ chapter of Delta Sigma Pi, a business and professional development fraternity.

If you recognize my last name, that is because I am indeed John’s son. Throughout college, it was evident to me that I would eventually follow my father’s footsteps and join the financial advising world at some point. I loved math, people, and problem solving; all roads were pointing me to this profession. Now, I have been a financial analyst since August of 2023, and am working to become a financial advisor.

When I’m not at the office, you are likely to find me skiing up in New Hampshire or golfing around New England. Outside of that, I am a huge Boston sports fan, and most of all prioritize spending time with my family and friends.