About Access Financial & Income Tax Services

I have been a New York & New England based Financial Planner and Accountant since 1998 and founded Access Financial & Income Tax Services in 2005.

My goal here was to provide my clients with a tailored, sophisticated, and informed approach to all their financial planning needs.  I pride myself on being a leader in the space and aim to provide my clients with unmatched customer service and results-driven financial planning and tax strategy. I am a Registered Investment Adviser who specializes in wealth management, retirement income analysis, and tax planning.
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In addition to full service financial planning services, I work with individuals, small businesses, trusts, partnerships, and corporations on their income tax preparation and filings. I also hold Insurance licenses with the Massachusetts Division of Insurance to assist clients in these areas as needed.
I live in Hopkinton, MA with my wife Lindsay and daughters Lila and Nina. I enjoy spending time with family and friends, traveling, golfing, exercising, and philanthropy. One aspect of my philanthropy is running marathons for select charities. Currently, I am involved in Abbott World Marathon Majors Six Stars program attempting to finish the Boston, Chicago, New York City, Berlin, London, and Tokyo Marathons for select charities.