(802) 829-6899 • firstname.lastname@example.org
I enjoy teaching clients the value of low-cost asset class diversification. Every investment position in a portfolio should serve a purpose, and that purpose should not be to benefit your broker.
Call (802) 829-6899 or fill out the form below.
Get Started Today.
77 College Street
Burlington, VT 05401
Investing has always been a passion and great personal interest of mine. I feel fortunate to have studied the works of visionaries Benjamin Graham, Warren Buffet, Peter Lynch, and Jack Bogle. All four stress the value of low-cost investing and the unpredictable nature of financial markets.
I graduated from the University of Vermont in 2003, where I studied Economics and Business. Upon graduation, I changed course and took to the skies, flying a variety of jets and turboprops in the world of corporate aviation.
In 2013 the opportunity presented itself to shift back towards the financial world. I realized the investment industry was in need of a serious change, and I wanted to be a part of the solution. I believe the mathematics behind indexing are simply inarguable.
I've been a Financial Advisor with One Day In July since the early days. It was clear from the beginning this was a company that truly understood what it means to do right by their clients, providing low-cost fiduciary financial advice.
I am a proud native Vermonter. I grew up in the Champlain Islands, and I’ve stayed close to my roots. My wife and I are now raising our two children in Shelburne, VT. We enjoy the abundance of outdoor activities this fine state has to offer in all four seasons. Boating, hiking, soccer, skiing, and men’s league softball are a few of my favorites.
Saratoga Springs, NY Financial Advisor
73 Henry Street
Saratoga Springs, NY 12866
Vergennes, VT Financial Advisor
206 Main Street
Vergennes, VT 05491
Wayne, PA Financial Advisor
851 Duportail Rd 2nd Floor
Chesterbrook, PA 19087
Burlington, VT Financial Advisor
77 College Street #3A
Burlington, VT 05401
Rochester, VT Financial Advisor
Available for meetings in Rochester, VT and surrounding areas.
Bennington, VT Financial Advisor
Available for meetings in Bennington, VT and surrounding areas.
Hanover, NH Financial Advisor
26 South Main Street #4
Hanover, NH 03755
| © One Day In July LLC. All Rights Reserved.