My wife, Sue Ellen, and I have been married for over 27 years and are the proud parents of three children – Conor, Lauren and Kelley; two of whom are college graduates and the last one is in her senior year. Our dog, Ryder, keeps us busy while the kids are away.
I have been involved in the estate planning field – in various capacities – for over twenty-five years. My positions have been as an associate attorney with a large metro-west law firm, as Director of the Estate & Business Planning Group at John Hancock in Boston, and as founder of my law firm, Wealth Preservation Legal Counsel, LLC.
With an undergraduate degree from Boston College and a juris doctorate from The Ohio State University Law School – a Golden Eagle and a Buckeye – I have plenty to cheer for.
I thoroughly enjoy what I do and the clients that I meet along the way, helping them construct a wealth preservation plan to last a lifetime.
But enough about me, I want to hear your story.