For over three decades, I’ve operated at the intersection of strategy, stewardship, and human behavior — guiding individuals, families, and institutions toward financial clarity with the same precision an engineer brings to a bridge design. My philosophy is simple: wealth is architecture, and every decision is a structural beam. Build well, and the entire system stands strong for generations.

My career was forged inside the high-performance corridors of Merrill Lynch, Fleet Bank, and Quick & Reilly. Those years taught me discipline, pattern-recognition, and the quiet truth behind long-term success: markets move in cycles, but character and process anchor outcomes. Today, I bring that institutional rigor directly to the clients and teams I advise.

I specialize in portfolio strategy, risk architecture, multi-generational planning, and executive decision-making — helping people align their financial lives with their values, goals, and legacy intent. Clients come to me for clarity, but they stay because we build trust at the speed of honesty. I believe in transparent expectations, disciplined frameworks, and the kind of mentorship that turns complexity into confidence.

In a life shaped by responsibility and long-term thinking, Wally was her constant—steady, observant, and deeply woven into the family’s daily rhythm. He didn’t demand attention; he offered companionship. Sitting nearby, watching the water, or simply being there, Wally brought stillness to moments that mattered.

To Ellen, he was more than a dog. He was family, a best friend, and a reminder that the most meaningful connections are often the quietest.