I support our growth by providing leadership to the “back office” for case design, preparation, consulting and implementation. As a resource to our advisors, I help determine which product to use and when. Even experienced advisors value another set of eyes on a case. It helps them to refine the solutions and strategies that are prudent for each client and their individual needs.
Our success provides me opportunities to help advisors become even more successful. An experienced advisor that recently joined Integrated was managing $500k out of a $6 million portfolio for a client who was getting ready to retire. By applying our group training, using an appropriate fact finder, collaborating with our back office and role-playing with the advisor, he was able to come to the table fully immersed and prepared. With these resources, along with our proprietary presentations on Necessary vs. Excess and Blocks of Property, the advisor had a compelling story for the client and could illustrate why he was the right advisor to help manage all the assets.
My professional background includes 30 years in financial services and an accounting degree from Bentley University, as well as 10 years of experience in corporate America. This gives me a wide-ranging business perspective, one that is complimented by the educator perspective I learned from teaching the CFP program at Boston University and observing my father who was a teacher. All together, this expansive background enables me to guide advisors so they can put together robust client solutions.
I was the first and only graduate of Boston University’s debut CFP program. I was the first to take and pass the comprehensive CFP test, giving BU a 100% pass ratio, a statistic they advertised for the coming year!
Rounding out my life finds me conducting presentations across the country on Integrated’s Lifetime Income Model. My non-financial career as a stand-up comedian many years ago comes in handy as I educate on complicated topics in an entertaining manner.