Financial Planner • Podcaster • Entrepreneur

In 2018, I launched Modern Wealth Builders, a fee-only virtually based financial planning firm headquartered in the Greater Boston area.

At MWB, I help equity compensated employees diversify company stock, optimize taxes, and plan for financial independence.

While the majority of my time is dedicated to MWB, I’m available for speaking engagements, online presentations, and podcast interviews, when appropriate.

Please contact me directly at for inquiries.


“Whether you think you can, or you think you can’t – you’re right.”