Founded the Firm in 2005
My purpose in life is centered on one simple concept: to serve others. This calling guides everything I do, from coaching clients on wealth management and financial planning to mentoring young athletes on the softball field.
My journey in finance started at the kitchen table. While I was still in elementary school, my parents used their Duke Energy stock statements to teach my brother and me about investing—those statements doubled as our college savings account. Watching those numbers change taught me early on that money isn't just about wealth; it's about possibility and planning for what matters most.
Years later, during my first college internship with a local CPA firm, I quickly realized accounting wasn't my path. That's when my grandfather—Grampy—stepped in with advice that changed everything. He told me that if he could do anything different with his life, it would be in money and finance, and he suggested I explore the mutual fund industry. His wisdom set me on course.
I took his advice and landed my second internship at Putnam Investments—starting as their fax and photocopy associate, learning the business from the ground up. After graduating from Merrimack College, I spent the next decade there building a foundation in investments before moving to MetLife to develop my expertise in insurance.
By 2005, I knew my real calling wasn't serving big corporations—it was bringing that experience directly to individuals and families in the community where I grew up. That's when I founded Sapphire Wealth Management in Andover, MA.
Today, we serve clients from all walks of life across more than 20 states, with offices in Andover, MA, Burlington, VT, and North Conway, NH. Technology has made geography irrelevant—our clients are next door and as far away as California.
Family remains my cornerstone. My wife Cheryl and I raised three children who inherited our passion for finance. Our son Andy recently joined the family business and now works alongside me. Tyler is building his career at Fidelity Investments, and our daughter Emma is studying business at Bentley University.
Our home is full of life—our German Shepherd Caico (named after our favorite vacation spot), our yellow Lab Annabelle, and Aspen, our horse who brings endless personality to the mix.
Travel keeps us grounded and connected. We've explored Turks & Caicos, the Outer Banks, Utah's National Parks, and Banff, Canada together. Ireland, Italy, and more Caribbean adventures are calling our names.
Outside the office, I'm committed to helping young people build confidence through sports—something a baseball coach did for me when I was young. I serve on two community softball boards, coach middle school and recreation programs, and run coaching clinics for athletes of all ages. The confidence they gain on the field carries into every part of their lives.
I bring that same coaching approach to financial planning at Sapphire Wealth Management—guiding clients with patience, expertise, and a genuine desire to see them succeed. True wealth isn't just about numbers. It's about creating the freedom to live a life aligned with your deepest values.