I grew up in a small New England town and attended Saint John’s Prep School in Danvers, Massachusetts. In 1994, I graduated from Boston College and began my pursuit of a career in law enforcement. After putting myself through the police academy, I worked as a municipal police officer and later went on to work as an investigator for the Pennsylvania Attorney General’s Office.
In 2007, I was presented with an opportunity to join an existing wealth management practice, and I happily accepted. In the following years, I ended up working for two very well-known investment firms. I learned a lot, but was always uncomfortable with the traditional Wall Street business model of selling financial products to clients and charging commissions. It always felt like a conflict of interest to me.
In 2009, I began studying for my CERTIFIED FINANCIAL PLANNER® certification and learned more about what it means to operate from a “fiduciary” perspective and how to truly eliminate these conflicts of interest with my clients.
In 2013, I founded Atlas Wealth Management on the bedrock principal that that client’s interests should always come first. In 2015, with help of Sean McCullough, Atlas Wealth Management became Atlas Wealth Partners, a Registered Investment Advisory firm.