Your Financial Planner
At MWB, I help people identify what truly matters to them and show them how to use their money to create the life they want.
While I meet with clients in-person when convenient (and when not in a pandemic), I primarily meet with clients virtually.
Meaning, you don’t have to be located in Massachusetts to work with me.
I started MWB, so I could remove the complexity behind financial planning and work with hard-working like-minded professionals.
Outside of helping clients perfect their financial plan, I can be found traveling, playing spike ball on South Beach, or crafting a finance friendly meme 🙂
Review our case studies if you’re interested in getting an in-depth description of the types of clients we do our best work for.
Want to reduce taxes, invest smarter,
and plan for financial independence?
Start here 👇🏼