Beau works closely with individuals and families who value a collaborative, relationship-driven approach to financial planning. He helps clients bring structure and clarity to their financial lives through personalized strategies that integrate investment planning, tax efficiency, and long-term goal alignment.

Clients often rely on Beau for guidance on:

• Developing financial plans that evolve with life transitions such as marriage, career changes, or starting a family
• Implementing investment strategies that reflect both personal values and long-term objectives
• Navigating complex decisions around retirement income, college funding, and multi-generational wealth planning
• Coordinating tax-smart financial strategies in collaboration with CPAs and other professionals
• Staying accountable to their financial goals through regular check-ins and plan adjustments

Beau entered the financial services field in 2011 and has since built a reputation for thoughtful guidance and a commitment to long-term client success. He holds the CERTIFIED FINANCIAL PLANNER™ designation and earned his Bachelor’s degree in Finance with a concentration in Financial Planning from Southern New Hampshire University, graduating Summa Cum Laude.

As a husband and father, Beau understands the importance of balancing today’s responsibilities with tomorrow’s aspirations. He and his wife, Tiffani, are actively involved in their children’s school, their church, and local community efforts that reflect their shared values.