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As the Co-Managing Partner of True North, Managing Director of "The Nero Wealth Group" and a Senior Wealth Advisor with Raymond James, I partner with a select group of successful business owners, professionals, families and individuals who take planning their future seriously. My goal is to help you live confidently now so that you can live out your purpose and you can live life to its fullest! My team and I will come alongside you and partner with you to help take the stress out of complex wealth and estate strategies, help you meet your tax needs and help you organize and optimize your financial future. It is all about what is important to you, your goals, your ambitions and your dreams so together we can seek to achieve your financial goals. My commitment to you is to provide a partnership where we can work together to tackle issues as intricate as multigenerational and legacy planning or to simply provide practical advice on whether or not to buy that new car.
My title is “Senior Wealth Advisor”. What that is at its core is financial life coach and friend, and I love it! I truly am fortunate to have the opportunity to enjoy the best of both worlds, helping clients navigate and manage their wealth and doing life with them. I am with my clients and their family for every step of their journey whether it is celebrating a wedding, the birth of a new baby, a graduation, changing of a job, a new home purchase or guiding them to and through retirement. It is a partnership, one that can last a lifetime.
As an entrepreneur at the core with over a decade of experience in the financial industry, I have the experience and the skill to run a successful practice and achieved the status of General Partner with a large, international corporation. I earned my Bachelor Degree in Business Management and Finance in 2004. It is through those experiences that I have been able to build a firm that can tailor specific solutions and plans that will benefit our clients. It is through all the learning and growing where I realized I love being a “Student” of the game. My team and I will leverage our combined education and experience to provide accurate advice and guidance to help you navigate the financial waters.
I know firsthand the stress that finances can create. In 2008 the Great Recession hit hard and our oldest son became seriously ill. This time provided many challenges for my family and I, it was then that I discovered my passion to help people. I have been able to live this out not only through helping our clients, but also through my other passions like getting involved with our local community, our church, two different orphanages, fundraising and serving on the New Hampshire Charitable Foundation’s Advisory Board. Best of all I have had the privilege to be a husband and a father. My wife Kara and I live in the Monadnock Region with our three children Isaiah, Bella and Tucker. In our free time you will find us hiking a mountain, spending time at the lake, coaching and cheering our children on at their sporting events or skiing the slopes. My goal in life is to leave this world better than I entered it, and that starts with you, our client. See you at the top!
Onward and Upward!
My title is “Senior Wealth Advisor”. What that is at its core is financial life coach and friend, and I love it! I truly am fortunate to have the opportunity to enjoy the best of both worlds, helping clients navigate and manage their wealth and doing life with them. I am with my clients and their family for every step of their journey whether it is celebrating a wedding, the birth of a new baby, a graduation, changing of a job, a new home purchase or guiding them to and through retirement. It is a partnership, one that can last a lifetime.
As an entrepreneur at the core with over a decade of experience in the financial industry, I have the experience and the skill to run a successful practice and achieved the status of General Partner with a large, international corporation. I earned my Bachelor Degree in Business Management and Finance in 2004. It is through those experiences that I have been able to build a firm that can tailor specific solutions and plans that will benefit our clients. It is through all the learning and growing where I realized I love being a “Student” of the game. My team and I will leverage our combined education and experience to provide accurate advice and guidance to help you navigate the financial waters.
I know firsthand the stress that finances can create. In 2008 the Great Recession hit hard and our oldest son became seriously ill. This time provided many challenges for my family and I, it was then that I discovered my passion to help people. I have been able to live this out not only through helping our clients, but also through my other passions like getting involved with our local community, our church, two different orphanages, fundraising and serving on the New Hampshire Charitable Foundation’s Advisory Board. Best of all I have had the privilege to be a husband and a father. My wife Kara and I live in the Monadnock Region with our three children Isaiah, Bella and Tucker. In our free time you will find us hiking a mountain, spending time at the lake, coaching and cheering our children on at their sporting events or skiing the slopes. My goal in life is to leave this world better than I entered it, and that starts with you, our client. See you at the top!
Onward and Upward!
