I support our growth by working in our Case Design unit as a specialist in digital Advanced Financial Planning. We use eMoney, a robust and highly integrated financial planning program, among others, which offers our advisors access to the best digital tools available on the market today.
Our success allowed me to recently help one of our advisors model the complex budgetary needs of a high net worth client, who was also interested in discussing retirement income needs and asset preservation. Deploying our digital solutions to the challenge and finding a solution for the client, and our advisor, was very satisfying.
My professional background began working with digital financial planning platforms in 2007 and I have worked within the hedge fund industry, RIA, insurance planning and comprehensive financial planning fields during the past decade.
Rounding out my life… When not solving complex financial planning needs for advisors and clients, you can find me at home in Norwood, MA with my two year old daughter Tessa, my two dogs Leila and Lucy, and my lovely wife Alison. I enjoy skiing, music, all New England sports and crafting a fine culinary experience for whomever visits my home.