As a Financial Planner, Beau’s mission is to assist young families and family-owned businesses in getting to the next level of their financial journey. Beau began his career in the world of physiology research where he developed the skills to organize and analyze data, then use it to tell a story. Beau continues to use these skills to similarly tell the client’s story.

His goal is to understand where they are now and where they would like to be, then use coaching to bridge the gap
between the two. 

Beau became interested in the world of personal finance as a young adult. He self-educated for 4 years before making
the change to a career where he could take this knowledge and help others achieve their goals. He understands what
information the public is consuming and what information has been left out of mainstream advice.

Beau holds a New Life, Accident, and Health Licenses in CT, DC, FL, GA, IL, IN, MA, MD, NY, PA, TX, VA and FINRA Series 7, 63 and 66 Securities Licenses in CT, DC, MA, MD, NC, TX, VT.
Beau lives in Watertown, MA with his wife and fluffy cat. Beau continuously develops himself through his love of reading, exercise, and games. On his lists of favorites are camping, hiking, basketball, golf, writing lyrics, and playing strategic-board and card games.