My passion as the Founder of Beacon Hill Private Wealth is grounded in over 20 years of experience in wealth management and based on my desire to help others see their own goals more clearly, and then implement a common sense strategy that helps them attain those goals in the most tax efficient and cost effective way.
I bring a twenty-year track record as a wealth management and private banking executive with leadership positions in strategy, client experience and the development and delivery of investment management and banking products. During those years, I provided solutions to meet the needs of high net worth clients and trained elite advisory teams on how to best serve these clients. I ultimately came to the conclusion that an independent firm with a planning-first, fiduciary model, combined with an evidence-based investment approach was better suited for clients. I decided to build a firm that would deliver what I believed my family and I should expect from their financial planner.
I am a CERTIFIED FINANCIAL PLANNER™ practitioner, a Certified Private Wealth Advisor® professional, and also hold the Retirement Management Advisor® and Certified Investment Management Analyst designations. I have a Master of Business Administration from the Stern School of Business at New York University and have a bachelor’s degree in Chemical Engineering. I grew up in rural Ireland prior to heading to the United States Air Force Academy.
When I am not serving clients, I enjoy spending time with my wife, son and daughter, who can usually be found at an ice hockey rink or lacrosse field. I enjoy nerdy board games, CrossFit and ultra trail running. I am also active in my children’s schools and sports organizations, as well as the local Summit community.
The Certified Financial Planner Board of Standards Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Investments & Wealth Institute™ (The Institute) is the owner of the certification marks for CPWA® and Certified Private Wealth Advisor®, CIMA® and Certified Investment Management Analyst®, as well as RMA® and Retirement Management Advisor. Use of CPWA®, CIMA® and RMA® signifies that the user has successfully completed the Institute's initial and ongoing credentialing requirements for wealth advisors.