In 2016 I registered as an investment advisor with the Commonwealth of MA and began offering comprehensive financial services as the only fee-only fiduciary in Franklin County.
I provide deeply integrated financial services for people combining my extensive experience as a tax accountant (I'm a CPA) as well as my knowledge of comprehensive financial planning (I'm a CFP® practitioner) and my investment advising expertise (I'm a registered investment advisor.)
I'm back in my home office at 3 Grinnell Street. The blog I update these days is the ProsperiTea Planning Blog page at my website. See you there!
