Skip has worked in the financial services industry for over 35 years. He has found clients’ needs are best served if he takes the time to learn about not only their financial goals but also their personal ones as well. Only after he has a broad overview of his clients’ current situation, will he then make recommendations towards implementing strategies tailored to their unique objectives and goals. He prides himself on being a resource to his clients and on building relationships that last a lifetime.
What was your first job?
When I was 13 years old, I sold strawberries and flowers off the back of a dump truck in Cambridge, MA, often being responsible for hundreds of dollars at a time in my pocket. It still makes me proud that my first new bike as a teenager was purchased with my own money.
What led you to this career?
Initially, a family member contacted me during my senior year of college and introduced me to the financial services industry. Later on, I found it was a perfect fit for my growing family.
What’s the biggest misconception people have about your position?
Some people believe it is all about making a better return on their money or to pay less taxes. But for me, it’s more about helping people avoid mistakes they may have made without having an ongoing relationship with a financial advisor.
If you could snap your fingers and become an expert in something, what would it be?
Well, there’s two things. I’d like to be the next “Ben Mankiewicz”, a classic film historian and commentator. I love history and old movies so I think this would be great!
The other will come as no surprise to those who know me: I’d like to be an expert in fresh water fly fishing.
What’s one thing most people don’t know about you?
I partially paid my way through college by playing guitar in pubs and restaurants and -yes, I sang too! My favorite songs to play were Brown Eyed Girl by Van Morrison and Amie by Pure Prairie League.
What’s the best advice you were ever given and who was it from?
It wasn’t really given to me but it stuck with me the first time I read it:
Winston Churchill: "Never, never, never quit."
When you were a kid, what did you want to be when you grew up?
Up until high school, I really wanted to be a professional football player but then reality set in.
What is the top destination on your must-visit list?
Normandy, France to visit the site of the D-Day landings