THE GOALFUSION TEAM
Investment Adviser Representative | CFP®
My wife, Amy, and I live in Bristol, Vermont with our two children. I try to spend as much of my free time as possible either with my family or outdoors. Mountain climbing, snowboarding, waterskiing and sailing are some of my favorites, but I’m always looking for something new.
I have been working in the financial services industry, providing investment and financial planning advice to both individuals and businesses, for 17 years. I take pride and genuinely enjoy being a trusted advisor providing clarity to important and complex problems.
- CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
- University of Vermont, Bachelor of Science Degree in Business Administration, 2001