I founded Assist FP to help individuals and families in their 30s and 40s navigate the financial challenges associated with being a Millennial and trying to build wealth for the future.

The real me.. (keep scrolling for the professional version)

In my free time, I love to spend time with my wife, daughter, and friends. I’m usually in a gym or somewhere by the water during the summer (I hibernate during the winter). I love to read business and personal growth books, listen to podcasts, binge documentaries, or watch Boston sports during my downtime.

I believe that life is too short to take it seriously all the time, so I try to inject humor often. A little laughter goes a long way.

Professional…

Certified Financial Planner™ Professional

Master of Science in Personal Financial Planning, Kansas State University

I decided to pursue my interest in personal finance a few years after receiving a Bachelors of Science in Sports Management from the State University of New York at Cortland. I was living in Manhattan, Kansas (the Little Apple) at the time and I decided to enroll in the Personal Financial Planning program at Kansas State University.

In 2016, I completed the education requirement of the CFP® certification and entered the profession at a small fee-only firm on Cape Cod, MA. During that time, I became a CFP® Professional after fulfilling all of the necessary requirements. In December 2019, I graduated from K-State with a Master of Science in Personal Financial Planning (MSPFP).

In 2021, I launched Assist FP.

At some point, I will probably add more designations and add to the alphabet soup after my name.