Our aim is to build a lifetime relationship by delivering a high-touch service model customized to your personal situation. Through open communication and conversations, we’ll work to simplify the complexities of your finances, adding efficiency to your life and the goals you have in mind.
At Generous Wealth Management, comprehensive financial planning is our core mission. I have proudly worked in the financial and customer service industries in a client-facing manner since 2004.
During my career, I have had the opportunity to work with a full spectrum of clients, including those opening their first retirement accounts to those on top of the Forbes wealthiest list and their family offices. A family office is one that a wealthy family hires as the necessary professionals to handle their wealth management as full-time employees working solely for the benefit of their family. Each wealthy family has a dedicated CEO who runs their entire office and encompasses subject matter expertise in numerous areas. Family offices are usually reserved for people with an excess of $100 million because of the cost to create and maintain them. Every member of the office collaborates to ensure the family’s goals are achieved. My time working with the world’s wealthiest and supporting their family offices has created a desire to emulate this model for all by collaborating with your existing team of professionals.
As a CERTIFIED FINANCIAL PLANNER™ practitioner, Chartered Financial Consultant®, and Enrolled Agent with the IRS I focus on bringing the collaborative planning delivered by Family Offices to the clients who work with our team. This means collaborating with the existing professionals in their lives to cover all aspects of their comprehensive planning needs. This may include details associated with asset allocation, investment research, portfolio manager selection, real estate investment analysis, business planning, estate planning, tax planning, risk management and retirement planning. I cherish the trust and confidence that clients place in me to provide guidance along the path toward financial independence. After 17 years in the industry, I have come to realize that building relationships with clients and their team of professionals allows us to be a resource for them to pursue financial success and, in turn, provide me with the greatest satisfaction.
I hold FINRA Series 65 securities registration, as well as the CFP®, ChFC®, and EA designations listed above. In addition, I am also a Notary Public. Furthermore, I earned a dual Bachelor’s Degree in Economics and Political Science from the University of Massachusetts Amherst.
I live with my wife, Emily, and our two children. I consider myself to be an avid Boston sports fan and enjoy reading, exercising, working on my home and garden, and spending time with family and friends.
John lives in Boston, Massachusetts and grew up in Dublin, California. He is a summa cum laude graduate of Suffolk University where he earned a Bachelor of Science degree in Finance, concentrating in Investments with a minor in Real Estate.
John was a four-year member of the hockey team as a forward, as well as a co-captain. In his free time, he likes to stay active with golf, travel, visit family and spend time with friends. John assists with operational and service-related items.
