Home: North Andover, MA. Age: Mid-forties. Organization: Noble Financial Group. Title: Private Wealth Manager and CEO. Alma mater: Salem State University.
Current project: Building Noble Financial Group to better serve clients. Engaged with local charities. Recent recognition: “2025 Community Service Gold Award” by Mass Mutual Broker Dealer. Recent professional development: Maintain credentials for financial planning and estate planning, with CFP® and AEP® designations. Latest contribution to others: Exceeded expectations for fundraising for our local charity. What’s been your big (or biggest leap)? Starting my financial planning business. Hobbies: Travel, be outside, spending time with the family. Recent travel or adventure: Traveling with the kids throughout Europe.
Personality profile: Outgoing, disciplined, motivated; love being around people. What one word would your closest friend use to describe you? Loyal. What is your greatest joy? My family. How do you relieve stress? Working out. What ingredient is essential to your perfect vacation? A sense of adventure and exploration, whether it’s a historical city or a tropical beach.
What was your first paying job? Paperboy. What was your favorite college course? Finance and Political Science. What book have you repeatedly read? The Intelligent Investor by Benjamin Graham. What movie have you repeatedly watched? Naked Gun. What’s prominently featured on your home or office wall? Pictures of my family. What’s the best advice you received growing up? Stay positive and always get back up when knocked down. What’s the best advice you received in your career? Failure is not an option.
What widely held belief do you reject?
That the use of Zoom and similar platforms are a good method to connect with people.
What mega-trend most excites you? Artificial intelligence. What mega-trend most concerns you? Social media with regards to our youth.
What actor would you choose to play you in the movie about your life? Matt Damon. As a kid, what did you first want to be when you grew up? Always wanted to work in the stock market. How would you choose to spend tomorrow, if you knew it was your last day on earth? With my family, they are everything. What advice would you give your younger self? Focus on your family, yourself, and those who care about you.
Personal mission: Creating cherished memories with my family, making a positive impact through my career. Personal motto: Get it done and don’t be lazy. Favorite quote: “Life’s tough. Get over it.” Desired epitaph: Ramp it up!
