As the founder of PG Financial Partners, my primary responsibilities are advising clients and growing the client base. For 30+ years, we have been with our clients through significant life events. These events range from career changes, selling/transitioning a business, retiring, and planning for their children, grandchildren, and communities.
I hold the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation. I graduated from Boston College, where my passion for finance and helping others first took shape.
The most enjoyable aspect of my work is the privilege of advising clients during pivotal and emotional situations. Our long-standing relationships allow us to propose ideas they might not have considered otherwise. The diverse experiences of our clientele enrich my ability to offer tailored advice, often applying insights gained from one client’s plan to benefit others.
I live in Bexley with my wife, Kate. Together we have three adult children (Jessica, Oscar, and Leah). Outside of the office, I’ve been a dedicated fundraiser and rider for Pelotonia for 17 years. This bike event raises crucial funds for cancer research. I lead a community team that has almost $5 million for this cause. In my free time, I enjoy a variety of outside activities with Kate, including road biking, golfing, and skiing. We frequently entertain and love cooking for family and friends. We travel near and far, including to our lake house in northern Michigan. With our children working in Austin, NYC, and Boston, we have places to go and people to see.
