During my 20+ years in the financial services industry, I have witnessed the damage cause by bad advice and unrealistic expectations.
My job is to help you avoid common pitfalls and meet your financial goals.
My wife and I live on a 200-year-old working farm in the small town of Bolton, Massachusetts.
In our free time we try to grow things, work on all the projects that come with owning a historic home and barn, and keep our three labs and Guinea Hens (think a cross between a chicken and turkey) happy and healthy. My wife likes to ride horses and I enjoy running, history and cooking.
I began my work in the financial services industry in 1996 as a financial advisor, shortly after receiving a degree in Economics from Clemson University. I worked with families and businesses to assist them in managing their wealth and navigating the dot-com and tech booms. In 2001, I accepted an opportunity to move to a boutique investment firm that managed alternative investments and hedge funds. This gave me valuable exposure to the ways that successful institutions managed investments and comprehensive experience into portfolio management and risk. In 2008, I followed my passion for helping families and small businesses and began Yellow Dog Financial.
I hold the Accredited Investment Fiduciary Analyst® distinction, which is focused on fiduciary standards and practices in the investment field.
My 22 years as a business owner and committed financial advisor have given me the experience to guide my clients with confidence and credibility.
Who I work with.
My clients are business owners in the real economy.
People who are providing goods and services in their communities such as contractors, restaurateurs, accountants, dog trainers and veterinarians.
I understand the unique, financial planning needs of owning and running a business that is entirely self-funded because I am a small business owner. I will help you navigate tax management, cash flow budgeting, business value as part of a financial plan and a succession or exit strategy. As a fellow business owner, I am on your side. As a financial planner, I will always have your financial needs and goals at the forefront of my work. Having both will give you the confidence of knowing that your financial future is in trustworthy hands.
I will take you down the financial path that you have been looking for.