After growing up in Michigan, I attended the University of Notre Dame, graduating with a degree in electrical engineering & earned an MBA from the University of Southern Maine where I most enjoyed my courses in investing and economics. I also have a certificate in Financial Planning from Northwestern University. As a CERTIFIED FINANCIAL PLANNER™, I hold the CFP® designation and the RETIREMENT INCOME CERTIFIED PROFESSIONAL® (RICP®) designation from The American College of Financial Services. I have worked as a petroleum engineer and an integrated circuit designer. I also ran several businesses for large electronics companies as a Senior Director.
I enjoy the outdoors, hiking, kayaking, and gardening. I love to travel and experience new places, cultures and food. I play guitar not very well but enjoy it anyway. My wife and I live in Maine and enjoy frequent visits from our children and grandchildren.
I founded North Haven Financial in 2015. I am a member of the following professional organizations:
- CFP® Board
- Fee Only Network
- XY Planning Network
- NAPFA (National Association of Personal Financial Advisors)