I support our growth by helping financial advisors build strong and profitable relationships with professional partners. Conversely, I help professional partners to incorporate financial services into their practice offerings and implement Integrated’s dynamic co-source model. The goal is a three-part success story:
We want our advisors to build their practices.
We want our professional partners to create new revenue streams.
We want to help more clients work towards their financial goals.
It’s a win-win-win situation.

Our success is magnified when our existing clients refer business to us. I’m proud that some of our longer-term relationships are referring us to new opportunities and helping us to win over new clients in competitive situations.

My professional background traces its roots back to Marriott International where a “spirit to serve” was drilled into me. This ethic led to my being promoted to Director of National Accounts where I held relationships with some of Marriott’s biggest clients. I brought that same dedication and philosophy to Integrated while building the Professional Partner Program. In addition, I am married to an accountant, which gives me yet another perspective. I am very much attune with the challenges that accounting firms face, and I work hard to help them create an environment of success and to identify opportunities where working with the experienced team of advisors at Integrated could benefit clients.

​Rounding out my life includes a time when I was ranked a Top 10 Gamer by Madden. I was instrumental in providing them with information that they used to update and improve their gaming programs. I am a lifelong Massachusetts resident and currently reside in Wellesley with my wife, son and daughter.