Our Team

I approach financial planning as a form of education. As a speaker and writer, I’ve had the privilege of contributing to top publications like Yahoo Money, the Wall Street Journal, Morningstar, Investopedia, and U.S. News & World Report.

I believe in a clear and straightforward approach to helping people understand that action is more important than any unimplemented strategy. My mission is to simplify complex concepts and inspire action toward achieving financial goals. Whether I’m working with business owners, retirees, or younger families, my focus is on empowering people with the knowledge they need to make informed, confident decisions—without relying on the usual “holistic” and “comprehensive” jargon offered by most of our industry.

When I’m not working, I love being outdoors, cooking, and playing music. I’ve been fortunate to play music all over the world, been nominated for awards, and even won an International Portuguese Music Award for Best Instrumental Performance for one of my original compositions. I continue to write, record, and perform. It is a wonderful way to stay playful and creative throughout your life. If I ever manage to carve out some free time, I will share some of my favorite recipes on my YouTube cooking channel (stay tuned).

Over the years one of the most challenging questions I hear from prospective clients is, “how do I know who the right Financial Advisor is to trust with my wealth?”  I can’t speak for others, but often within the first meeting or two I can demonstrate our ability to listen, learn and then guide our clients to reach their financial summit.  By leveraging strategic partners and specialists, I guide clients through the complexities of the financial landscape, ensuring that every decision is tailored to their unique goals and aspirations. 

I’ve always aspired to be a business owner, and by co-founding Apex Investment Group and partnering with industry leaders, we’re in a unique position to help closely-held business owners expand their businesses while simultaneously growing their personal wealth.

Outside of my professional life, I am a proud father to three wonderful children—Keegan, Sydney, and Lincoln—and share an incredible partnership with my wife, Lisa. Their support and inspiration fuel my drive to continually perform at my best.

Lastly, if you haven’t already heard, I’m a big fan of golf and enjoy exploring new courses with new people. It’s the perfect way to step out of the office and engage in some truly rewarding conversations. 

I bring a deep investment background and a client-first mindset that align with Apex’s philosophy of thoughtful, objective, and personalized financial advice. Before joining Apex, I spent nearly two decades at Wellington Management as an investment professional and equity portfolio manager, where I analyzed businesses, managed portfolios across different market environments, and worked closely with sophisticated institutional clients.

I hold an MBA from the Tuck School of Business at Dartmouth, a BA in Economics from Vanderbilt University, and I am a CFA charterholder.

At Apex, I contribute additional depth in fundamental research, portfolio construction, risk management, and long-term capital allocation—helping strengthen how we evaluate markets, build portfolios, and connect investment decisions to each client’s broader financial plan. Most importantly, I believe strong advice starts with understanding each client’s goals, family dynamics, and long-term priorities.

Outside of work, I’m a proud husband and father of three. My wife, Claire, grew up in Vermont, and we share a love for the outdoors. As a family, we spend time hiking, skiing at Quechee Mountain, and occasionally skinning up mountains when we’re feeling ambitious. I also enjoy coaching youth flag football and lacrosse and being part of the energy and chaos that comes with raising young kids.

Having started my career in the ski and snowboard industry, I joined Barrell Investment Group in 2011 and was fortunate to learn about the financial industry under the guidance of several caring advisors; Herb Tobey, Carl Rose, Dave Barrell, and Greg Norris. Their transparent leadership has been a great source of encouragement.  

Being service-minded and analytical, I’ve always felt right at home providing a variety of business services and performing the day-to-day tasks for our firm. Looking forward, I’m eager to continue to learn and grow with Pedro and Joe, to continually improve operations that support the goals of every client we serve.

I was raised in a large and disciplined family that prepared me for life’s challenges and grew my appreciation for hard work in all forms. I enjoy the demanding and rewarding experiences of being a mom (one girl and four boys) and a high school basketball coach. When I’m not working, I’m usually in a basketball gym or on a baseball or soccer field! Faith, family, and a love for competition bring constant joy to my life.  

I started my career in financial services in 2001, working with companies like Met Life and Merrill Lynch, before joining Barrell Investment Group in 2005 where I shared many great years with fellow advisors Herb Tobey, Carl Rose, and Dave Barrell, eventually becoming President and CEO of Barrell Investment Group in 2011.

One of our most significant moves was starting the RIA and adding Fidelity as a custodian in 2018. We saw the freedom and transparency of the RIA platform as essential for where the industry was headed. The other major move has been our partnering with Apex Investment Group in 2025. Adding Joe and Pedro’s industry experience, and Schwab as a second custodian is another step to providing the most choices and best service to our clients for years to come.

When I am not working you will find me with my lovely wife Toni. We enjoy boating, golfing, and spending time with our children and grandchildren.

With 15 years of experience in the client-centered veterinary pharmaceutical industry, I’ve built my career around providing thoughtful support, strong attention to detail, and meaningful client relationships. I value collaboration and take pride in contributing to efficient day-to-day operations that help teams and clients succeed.

I’m excited to join the Apex Investment Group team and look forward to meeting our clients and supporting them as they work toward their financial goals. I’m motivated by continuous learning and value being part of an organization where integrity and client care are central.

Outside of work, I’m a proud parent of four children, and together with my husband, Shane, we stay busy with soccer games and dance competitions—enjoying the balance that family and community bring to our lives.