Category: beyond the numbers
We’re not just advisors, we are educators!
As a financial planner and investment advisor, my starting point is client education. To me this makes sense, because we all tend to be more engaged with matters that we understand—and understanding usually starts with knowledge. My goal is to empower clients with the knowledge they need to make...
Major Life Events
Being the helpless romantic and nerd that I am, I proposed to Lauren on Tax Day 2017. We grew up an hour apart in New Hampshire. We both attended UNH and met through mutual friends. When we graduated, Lauren pursued her career in nursing while I joined a startup fintech company. Since then, we’ve...
When I’m Not Working…
It all started with a small plot in a community garden. When I harvested my first bell pepper, I was hooked. After a few years bending over two planter boxes at ground level, I decided to “straighten up.” Literally, I wanted to stand up while I worked in my vegetable garden. With the help of Farmer...
Indentity Theft
Most people have been, or know someone who has been, affected by identity theft. It happens to those in their 20’s, those in their 90’s, and to all ages in between. According to the Federal Trade Commission, identity theft occurs when someone uses personally identifying information (PII) without...