Experience

• Brings more than 25 years of experience serving as a strategic advisor to high-net-worth families, acting as a central point of coordination for tax, estate, philanthropic and business planning.
• Guides multi-generational families through complex wealth transitions, governance considerations and legacy planning.
• Advises private foundations, trusts and closely-held businesses with a focus on long-term wealth preservation and alignment with family values.
• Delivers a concierge-style advisory experience, ensuring seamless coordination across legal, investment, and financial professionals.
• Previously led Private Client and Private Wealth Services practices at both regional and national accounting firms.

Education

• Bachelor of Business Administration in Accounting, University of Massachusetts, Amherst
• Master of Science in Taxation, Northeastern University
• Master of Business Administration, Nichols College

Professional

• American Institute of Certified Public Accountants (AICPA)
• Massachusetts Society of Certified Public Accountants (MSCPA)
• Rhode Island Society of Certified Public Accountants (RISCPA)
• Florida Institute of Certified Public Accountants (FICPA)
• National Association of Estate Planners & Councils
• Worcester Business Journal 40 under 40 Award Winner
• Published in Journal of Accountancy, CPA Wealth Provider, Accounting Today, USA Today and The Wall Street Journal
• Committee Member – AICPA REG Subcommittee
• Past Board Member - Boston Estate Planning Council (BEPC)
• Past Committee Member - Boston Foundation Professional Advisors Committee
• Past Committee Member - BEPC NAEPC, Sponsorship, Leadership Development, Council Outreach and Budget & Finance Committee
• Past Committee Member - AICPA PFP Executive Committee, AICPA PFS Credential Committee
• Past Committee Member - MSCPA Educational Foundation