Our team is proud to provide a breadth of experience, specialized financial knowledge and elevated level of service to all our clients. We work together to serve your goals and help you meet your financial future with more confidence.
Certified Investment Management Analyst®
Senior Tax Associate, Enrolled Agent
Financial Paraplanner Qualified Professional (FPQP™)
University of Vermont, 2019 - 2023
Xavier University, 2019 - 2023
Bachelor of Science in Business Administration, Marketing
Bentley University, 2021 - 2025
Bentley University, 2022 - 2026
Boston College, 2020 - 2024
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