Prior to starting my own practice, I worked for several fee-only financial planning firms. I've also worked as a financial planning software developer which helped me gain a deep technical understanding of how a financial plan should be optimally integrated. Additionally, I'm a financial researcher whose work has been published in the Journal of Financial Planning and featured in The Wall Street Journal (also see the Learning page). I earned a Bachelor of Science, magna cum laude, Finance from Northeastern University and am a retired Navy commander.
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