I founded Assist FP to help online business owners navigate the financial challenges associated with being a business owner. I love all things business & wealth so it was only natural for me to share my passion with other business owners looking to bridge the gap between their business and building long lasting wealth.

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.