Specialties
About Me
If you're a sales leader, business owner, or tech exec earning $200K+ with equity comp on the table, chances are: → You’re juggling income, investments, and taxes across both personal and business accounts → You’ve got stock options, RSUs, or ESPPs that you’re unsure how to optimize → You’ve Googled strategies but don’t know what actually applies to your situation You are not alone.
Many high earners assume they’re on track until they realize too late that inefficiencies have cost them years of growth, tax savings, and financial confidence. My job is to help you cut through the noise and give you a clear, strategic path forward.
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Interests & Hobbies
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Credentials
CFP®
Chartered Designations
What do these credentials mean?
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Disclosures
Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS), 160 Gould Street, Suite 310, Needham, MA 02494, 781-449-4402. Securities products/services and advisory services are offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America (Guardian), New York, NY. PAS is a wholly-owned subsidiary of Guardian. The Bulfinch Group is not an affiliate or subsidiary of PAS or Guardian. Life insurance offered through The Bulfinch Group Insurance Agency, Inc., an affiliate of The Bulfinch Group, Inc. The Bulfinch Group, Inc. is not licensed to sell insurance. The Bulfinch Group is not registered in any state or with the U.S. Securities and Exchange Commission as a Registered Investment Advisor. CA Insurance License #4077200; FL Insurance License #W686186.