Birthplace: Worcester
Residence: Millbury
High school: St. Peter-Marian High School, Worcester
Colleges and degrees earned: B.S. in business administration, Worcester State University
Career highlights: Opening Girard Financial Group in 2008. Becoming a member of the Million Dollar Round Table (www.mdrt.org) in addition to being a four-time “Court of the Table Qualifier.” Helping clients reach their financial goals and dreams through a process that allows them to be more efficient with the money they have.
Community involvement: Currently serving on the Millbury Finance Committee; Alternatives Inc. finance committee; volunteer coach for various youth sports in Millbury; state treasurer for NAIFA (National Association of Insurance and Financial Advisors), and on the Million Dollar Round Table (MDRT) membership committee for Massachusetts. Formerly a committee member for the Diocese of Worcester’s “adopt a student” program, and baseball coach at St. Peter-Marian from 1994 to 2009.
Ultimate career goal: Continue to help those who want to be helped achieve their financial goals and dreams and to continue to build Girard Financial into a top-of-mind, first-class financial services organization.
Favorite book: “Confessions of a CPA,” by Bryan S. Bloom
Hidden talents: On a very rare occasion, I can hit a golf ball 300 yards plus, and straight.
“If I were to win $1 million in the lottery, I would … create opportunity for others for their betterment and the communities around them.”
