Thank you for taking the time to stop by to learn about who we are and how we may be able to help you. At Peabody Wealth Advisors, our mission is simple: to help you feel confident, supported, and empowered in every financial decision. As President, I’m proud to lead a team that delivers independent, customized advice with one goal in mind, your financial well-being.
For more than 25 years, I’ve been motivated by a passion for helping others and solving complex financial challenges. I earned my B.S. in Business Administration with concentrations in Finance and Management from North Adams State College (now Massachusetts College of Liberal Arts). I hold multiple securities licenses and advanced fiduciary designations, including Accredited Investment Fiduciary® (AIF®) and Certified Plan Fiduciary Advisor (CPFA), as well as insurance licenses in Massachusetts. These credentials reflect my commitment to putting your best interests first in every recommendation.
The values that guide my work were shaped early on. My mom instilled in me the importance of financial discipline and preparing for a rainy day, while my dad demonstrated the rewards of hard work, sacrifice, and the ability to laugh along the way. Those lessons remind me that financial planning is about more than just numbers, it’s about people, families, and futures.
While I sometimes imagine running a waterfront bar & grill on the white sand beaches of Florida, I’ve found my true calling in helping families and business owners pursue their own dreams with confidence. Outside of work, I enjoy road trips with my wife and friends, fishing, traveling, and enjoying music- always striving to live life to the fullest.
Giving back is central to who we are at Peabody Wealth Advisors. I currently serve on the finance and planned giving committees of the Northeast ARC and the Peabody Area Chamber of Commerce, where I was honored to serve as Chairman of the Board of Directors in 2018–2019. I also support initiatives such as the Young Entrepreneurs Academy (YEA!) Peabody, Northeast ARC, and North Shore Community Action Programs (NSCAP). These opportunities allow me to share my expertise in service of others and strengthen the communities we call home.
