Specialties
About Me
As a Certified Financial Planner, CFP®, I am committed to assisting individuals in gaining confidence with their financial decisions.
Historically, access to financial information was limited. Individuals commonly obtained their information through a financial advisor. However, with the proliferation of information available at all times and from numerous sources, people now need someone to filter the truth from the fiction. That’s where I and my firm come in. I provide unbiased financial planning as a fiduciary, ensuring recommendations are in your best interest, not mine. I am dedicated to helping people with retirement income planning, tax planning, and keeping the cost of college to a minimum. If you think I can be a resource to you and your family, shoot me a DM or give me call!
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Interests & Hobbies
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Always free for clients.
Credentials
CFP, RICP, CASL
Chartered Designations
What do these credentials mean?
See FINRA's official explanation →
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Disclosures
Impact Advisors Group LLC is an Investment Advisor registered with Massachusetts, Pennsylvania, Georgia, and New Jersey. Impact Advisors Group LLC only conducts business in states where it is properly registered or is excluded or exempted from registration. Registration is not an endorsement of the firm by securities regulators and does not mean the advisor has achieved a specific level of skill or ability. All views, expressions, and opinions included in this communication are subject to change. This communication is not intended as an offer or solicitation to buy, hold or sell any financial instrument or investment advisory services. Any information provided has been obtained from sources considered reliable, but we do not guarantee the accuracy, or the completeness of, any description of securities, markets or developments mentioned. We may, from time to time, have a position in the securities mentioned and may execute transactions that may not be consistent with this communication's conclusions. Please contact us at (781) 291-3001 if there is any change in your financial situation, needs, goals or objectives, or if you wish to initiate any restrictions on the management of the account or modify existing restrictions. Additionally, we recommend you compare any account reports from IAG with the account statements from your Custodian. Please notify us if you do not receive statements from your Custodian on at least a quarterly basis. Our current disclosure brochure, Form ADV Part 2, is available for your review upon request. This disclosure brochure, or a summary of material changes made, is also provided to our clients on an annual basis.