Vice President/Investments, Senior Financial Adviser, Merrill Lynch Global Wealth Management, Worcester
Birthplace: Augusta, Ga.
Residence: Worcester
High school: St. Peter-Marian
College and degree earned: B.A., Assumption College
Career highlights: Earning my CFP credentials by age 30, amassing $170 million in assets under management with my friend and business partner, Jim Reynolds; also, loving what I do every day I come to the office.
Community involvement: Priority should be placed on assisting those in our community who suffer not from their own doing or decisions. Sherry’s House in Worcester has assisted families affected by childhood cancer for 30 years, providing emotional and financial support. I have the honor of serving on their board and fundraising to help make a difference in people’s lives.
Ultimate career goal: I feel I am living it: Running a world-class financial advisory practice, working with wonderful clients.
Non-relative you admire most: Dr. Ben Carson
Favorite book: “Atlas Shrugged,” by Ayn Rand
Hidden talents: I enjoy playing the drums and writing opinions on current topics, I’ve completed 5 Tough Mudders and I am a formidable trivia player due to volumes of acquired useless knowledge.
“By the time I turn 50, I’d like to have accomplished … having a loving family, financial freedom and being thought of as someone who cares about his community.”
