Meet Our Team

It may sound crazy, but I knew at an early age I wanted to be a Financial Planner. It started when I received Burton Malkiel’s book “A Random Walk Down Wall Street” for my 12th birthday. Yes, 12th birthday! Coming from a long line of accountants, numbers were in my blood. My grandfather had started his own CPA firm after working at the IRS in 1946. My father and uncle took over for him in the 60’s, and my sister joined the firm in the 80’s. I worked there throughout high school and joined the firm after college in 1992.  But back then you couldn’t be an accountant and a financial planner, so I left to start my own journey. Not a great day for my dad, but he supported me 100%. I think he appreciated the fact I was chasing my dream. 

After owning and running a bar in Manhattan (yes, I have plenty of stories to tell), I moved to Massachusetts and started with Merrill Lynch. Their training program was great, but the fit wasn’t. I was fortunate to land with an independent firm and truly began working as a Financial Planner. That was 2002, and I haven’t looked back since. You could say Charted Wealth is the culmination of all that hard work. I’m looking forward to continuing this journey on my own ship! 

Janet and I got married in 2004, and were blessed with Grace in 2006, and Anna in 2008. I quickly became outnumbered in our house!  We both grew up skiing with our families, and so the girls learned at the age of 3.  They can now rip up the ski slopes and enjoy skiing with our extended families (grandma and grandpa’s) as well! In the winter you will find us on the ski slopes in Vermont or New Hampshire almost every weekend.  

I grew up plying the waters around Montauk, NY, and still spend as much time as possible there. A typical weekend for us will include paddleboarding, fishing, and cooking big family meals. My father loved to surfcast, and fortunately passed that on to my brother and me.  In 2005 I caught the Holy Grail, a 50lb striper from the surf! And the best part was that my brother was there with me! I’m happy to say that my daughters have grown up fishing too. In fact, Grace holds the IGFA World Record for Summer Flounder in the Junior Female category. Although I think her and her sister’s favorite part is eating the catch! 

I truly feel blessed to be where I am in life and strive to pass that along to everyone I meet. For the past 10 years I have been involved quite a bit with my alma mater, St. Michael’s College in Colchester, VT. What started as a talk on retirement, has expanded to roles as a mentor, career advisor, panelist and speaker. My involvement with these students has driven me to do more in the areas of financial literacy and diversity in financial services. Stay tuned to Charted Wealth for more on this topic! 

I'm a planner by nature. That's who I am and that's what I do; whether figuring out a family vacation or a client's retirement income plan, the process is the same. Clarify the goals and priorities; chart the course; then, be ready to adapt because life inevitably happens.  

My path to Charted Wealth began when I interviewed a financial advisor for a high school project. That experience led me to a finance degree from Bentley University where I first interned at an investment bank and then immediately joined New England Financial upon graduation in 2001. 

I enjoyed working with people and helping them make smart financial decisions —but I wanted to join an independent company to best serve my clients. In 2010 I took that step associating with Commonwealth Financial Network and then eventually with Kestra Financial.

The independent world has been a perfect fit, allowing me to truly help people while continuing to grow as a fiduciary. I've served as a fiduciary to my clients since 2012 when I earned the Accredited Investment Fiduciary (AIF) designation, continued with the CERTIFIED FINANCIAL PLANNER® certification in 2016 and became a Certified Plan Fiduciary Advisor (CPFA) in 2020.  

Now, as a founder of Charted Wealth in 2021, I've taken the final steps and made the necessary licensing updates to only offer advisory services as a legal fiduciary, which means I only work for the best interest of my clients.  I love having relationships based on trust, transparency, and open conversations.   

I’m an active member of the Northeast New York Financial Planning Association where I’m proud to have joined their Board.  I currently serve as our chapter’s representative for the national Financial Planning Association’s Advisory Council.  I also work through their Pro Bono programs where it has been rewarding to help people who do not have access to fiduciary advice with the goal of making a significant impact on the quality of their lives.   

My wife, Jess, graduated from Syracuse University where she played lacrosse. Jess spent most of her career as a college lacrosse coach with stops at Bentley, Bryant, Harvard, UAlbany, and Union. She now works for her family’s lobbying firm so she can enjoy our own children’s games instead of being on the road with her team or on recruiting trips.  

We have two daughters, Lexi, born in 2009, and Ashley, born in 2011, who keep us busy with swimming, sailing, soccer, skiing, and of course, lacrosse.  We spend a lot of the summer on Cape Cod where they’ve accumulated an impressive and ever-growing sea glass collection which is partially on display at the office.   

I've spent my career navigating clients through an increasingly complex financial world. I'd be happy to see if I can help you, as well.  And if you work with me, we’ll always plan to make sure there is plenty of money for the boat fund! 

My career in the world of finance started right after graduating from Bridgewater State University, where I received a Bachelor of Science in Business Management. I started working for Fidelity Investments in downtown Boston and was immersed quickly into mutual funds and how they operated. I learned that I had a true passion for this fast paced, detail orientated and very reactive environment. 

After about 12 years and serving in many roles with an eventual promotion to a Senior Financial Analyst, I opted to leave Fidelity to dedicate myself at that time, to my three young, incredibly involved children, which I did for about 5-years, before joining Capital Management Partners in 2003.  

For the past 7 years I have worked as the assistant to one of the founders of Charted Wealth, George Bowen. The passion and dedication that both founders have for this business and their clients has led me to this new adventure here at Charted Wealth.  

What I love about this job is the clients. Working closely with them to service their needs has allowed me to connect with them about their families, vacations, jobs, grandchildren, life events and while yes, they are clients, I feel like they are part of our family here at Charted Wealth. 

I am a life-long resident of the North Shore, which is about 20 minutes North of Boston. My husband, Dave, who I have been blessed to spend the past 33 years with and I, have three children, Hannah, Wil, and Madison, and a lovable, sometimes more than we bargained for, 3-year-old chocolate lab named Lenny.  This past month we were blessed with our first grandchild, Leo, and are so excited to experience this next stage of life as grandparents.  

When I am not working, you can find me spending time with family and friends. Whether that be spending time at the beach, going for long walks, entertaining at my home, vacationing on Block Island, or planning my next travel adventure. 

A favorite quote that I often reference is by Friedrich Nietzsche. 

“He who has a why to live can bear almost any how.” 

Growing up in a family of educators allowed me to see the significant impact they had on children’s lives both inside and outside of the classroom. I always knew I wanted to have a positive influence, so I majored in Sociology at the University at Albany, where I landed a Lacrosse scholarship and went on to receive my master's in social work.  

My first job after college was as a case worker for a community-based non-profit organization. I developed trusting relationships with my clients to guide them beyond their respective traumatic experiences and improve their mental health. This allowed them to achieve their goals at home, school, and beyond. 

I joined Charted Wealth in 2021, and I have worked as an assistant to one of the founders of Charted Wealth, Jim Davos.  As a former athlete, I appreciate working in a team environment towards a common purpose. The dedication and goal-oriented approach that Charted Wealth represents has allowed me to connect both fields.  

What I love about this job is developing great relationships with our clients.  I enjoy working with our clients on a professional level to assist them in achieving their financial goals. However, what I really love is getting to know our clients personally by sharing their achievements and important life milestones.  

My husband Aaron and I have lived in the Capital Region for 4 years and recently got married in January 2025.  We look forward to new adventures and traveling to new cities on the west coast.  

In my spare time, I enjoy experimenting in the kitchen and baking treats for friends and family. I’ve also spent many years perfecting crochet patterns to create blankets.  It brings me joy to gift others the blankets that I’ve created.