As a Financial Professional at The Madison Group, I leverage my unique experiences to connect on a meaningful level with every client to have a firm and comprehensive understanding of who they are and what they value. It is an honor to collaborate with our clients and their advisors to help protect the living legacy they are building.
“I look forward to the opportunity to get to know you and your family and integrate life insurance into individually appropriate planning to help maintain and foster happy, healthy, and fulfilling lives for generations to come. I am passionate about learning people’s stories, and at The Madison Group your story is the foundation of your legacy”
I originally joined The Madison Group in 2017 as a Legacy Writer, capturing the stories and history of families along with their personal, philanthropic, and financial goals. I was so inspired by the work of the Madison Group that I decided to join the firm as a Financial Services Professional. I graduated summa cum laude from Emerson College with a BFA in writing and acting and minors in marketing and political communications. My diverse background has helped me to cultivate my skills as an effective, empathetic communicator, as well as a flexible, agile, business development professional.
As a Financial Professional, I am involved in:
- Educating clients on how to create personally meaningful legacies
- Customizing life insurance solutions for generational planning
- Identifying life insurance opportunities for clients within their current legacy planning
- Collaborating and connecting with a team of professionals and partners to holistically support the vision of our clients.
Outside of the Madison Group, I work in the entertainment industry as a writer, director, and actor. I am the writer, director, and star of the critically acclaimed web series “Twenty,” with write-ups in Forbes, The Hollywood Reporter, and Variety. Additionally, I am currently on the festival circuit with my short film “Welcome, Megan” and am starring in an upcoming feature film franchise set to release this October.
I am from Denver but grew up in Los Angeles. My wife, Caitlin, is from Ireland but grew up in Southeast Asia. We met in Boston and have a shared love of exploring the world. Some of our favorite destinations we’ve visited include Singapore, Ireland, and Turks and Caicos.
Philanthropy has always been important to me. While at Emerson, I was a member of Kappa Gamma Chi, a philanthropic professional sorority with close ties to Casa Myrna Vasquez, a women’s shelter in Boston. Currently, I work with Flowvember and Heal the Bay, both in the Los Angeles area. Empowering women and serving our environment are two things that are very close to my heart.