As Founder and Financial Advisor at Whitehouse Wealth Management, I specialize in tactical asset management in order to attempt to mitigate any long-protracted downturns in the market. I strive to help my clients feel comfortable and confident in their financial futures, and I work hard to maintain an exceptional level of attentiveness and responsiveness so that I can always be there for my clients whenever they need assistance.
When I was a child, my grandfather bought me shares in a northeastern utility company. For years, I didn’t give any thought to the stock – after all, owning part of a utility doesn’t mean much to an eight year old. However, the statements were the only pieces of mail that I owned with my name on them, so I grew to look forward to receiving the reports in the mailbox. Over time, as I got older, I noticed more about how the dividends and the account balance kept increasing. Something clicked in me as an adolescent, and it sparked my interest in the concept of money. I didn’t know it then, but my grandfather’s generosity would lead to a successful 20-year career in the finance industry, and I am profoundly grateful to him for it.
Before I founded Whitehouse Wealth Management, I was a Regional Vice President for John Hancock Investments. In my previous role, I recognized that institutional clients like those with pensions, endowments, and other affluent individuals had greater access to quality advice and sophisticated strategies. Part of the reason that I wanted to start my own firm was because I wanted to make the same quality advice available to everyone – not just those with abundance.
Most recently, I became a CERTIFIED FINANCIAL PLANNER™ (CFP®) in October 2020. I am also a Certified Wealth Strategist® (CWS®), an Accredited Investment Fiduciary® (AIF®), and a designated Chartered Retirement Planning Counselor℠ (CRPC®). Prior to beginning my career, I proudly attended the University of New Hampshire.
My volunteer work evidences my passion for financial education as well. I currently mentor undergraduate finance majors at the University of New Hampshire, judge essays for the SIFMA Foundation Stock Market Game, and teach elements of personal finance to elementary school students. Additionally, one of my most enjoyable experiences as a volunteer has been working with innovative programs like BizTown, a program for students in Grades 4 – 6 that culminates with a simulation where students can run a mock town, manage payroll, balance checkbooks, and pay taxes.
Although I am a native of Portsmouth, New Hampshire, I currently reside in Vancouver, Washington with my wife, Malena, and our two daughters, Emma and Amelia. When I am not enjoyably learning about my clients’ lives and personal journeys, you can find me coaching my daughters’ soccer team for Vancouver Parks and Recreation or exploring the Pacific Northwest with my family.