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Specialties
I grew up in the mountains of Massachusetts, in a middle-class family with a mother in public service and a father serving in the military.
From a young age, I learned what it means to step up for family—especially when my dad was deployed overseas—and that sense of responsibility shaped my passion for helping others. It wasn’t until I was 18 that I discovered you could make a living guiding people through their finances, and from that moment on, I knew it was my calling. Today, as an independent financial advisor, I love empowering my clients to live their retirement years with security, confidence, and as little stress as possible. My firm, Boca Retirement Strategies, specializes in comprehensive wealth management and retirement planning. We’re 100% fee-only, which means our guidance is always rooted in fiduciary responsibility, transparency, and ethical practice. I believe the work we do here is truly life-changing: by helping people save on taxes, increase retirement income, and eliminate financial uncertainty, we strive to give them the freedom to enjoy life to the fullest. When I’m not working, you’ll find me outdoors—golfing, shooting, fishing, skiing, or exploring new trails. I also love spending time with my partner, Alyssa, and our dogs and cat. If you want to know more about my background and how Boca Retirement Strategies can help you retire successfully, stress-free, and without running out of money, watch my video here: https://bocaretirement.com/about-us/ I look forward to the opportunity to earn your trust and help guide you on your financial journey.
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Always free for clients.
WMCP, Series 65
Chartered Designations
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