How do you go deeper for your clients?

I aim to fully understand all of my clients’ stories. I believe that only by understanding all facets of their lives can I successfully assist them in getting to where they want to be and achieving the goals they have set for themselves.

What is your biggest accomplishment?

I played four years of collegiate football, and although none of my teams were able to raise a conference championship trophy, I view it as a significant accomplishment and a lasting memory. Considering the toll that commitment takes on your time, body, and personal life, I am very proud to have played four full years.

What’s your favorite charitable endeavor?

I recently joined the Emerging Leaders Council for the Boston chapter of the GoodSports Foundation. Sports were an integral part of my childhood, and I think it is important to give all children that opportunity. I am proud to help raise money for the less fortunate youth organizations around the Greater Boston area.

Where is your happy place and why?

I have multiple happy places, all of which are outdoors! Whether on skis, a boat, or a golf course, I am happiest when I am outside enjoying nature and the company of my family and friends.

Favorite ice cream flavor?

Ben & Jerry’s Half Baked. I am a Vermonter, so no ice cream can ever compete to Ben & Jerry’s for me!