Specialties
About Me
With over 20 years of experience in the financial services industry, I’ve dedicated my career to helping individuals, families, and business owners navigate their financial journeys with confidence.
Generous Wealth Management was founded to provide a personalized, family office-style approach to financial planning that integrates tax strategies, investment management, and legacy planning—all tailored to our clients' unique goals. My experience includes a decade at Fidelity Investments, where I helped build the infrastructure for their Family Office division, shaping my expertise in managing complex financial needs. Today, I continue that commitment by leading a team that offers comprehensive, fiduciary-based financial solutions designed to simplify the complexities of wealth management. In addition to leading the firm, I serve on the NCIA Banking & Financial Services Committee, where I contribute insights to help clients in evolving industries. My approach is always transparent, flexible, and agnostic—focused solely on what’s best for the clients we serve. Whether meeting virtually, by phone, or in person, I’m passionate about building long-term, trusted relationships and providing the clarity and guidance clients need to achieve their financial goals.
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Interests & Hobbies
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Always free for clients.
Credentials
ChFC, EA
Chartered Designations
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Disclosures
Advisory services are offered through Generous Wealth Management LLC, a registered investment advisor in Massachusetts, Colorado, Florida, Texas, and any other states where registration is required or permitted. Registration as an investment advisor does not imply any specific level of skill or training. Viewing this bio or contacting Generous Wealth Management LLC does not establish an advisory relationship. For details regarding services, fees, and potential conflicts of interest, clients are encouraged to request a copy of our Form ADV Part 2A or visit our website for more information. Investment advisory services may not be available in all jurisdictions and are subject to applicable laws and regulations.