Hugh's Areas of Expertise
- Budgeting and cash flow
- Education funding
- Investment management
- Tax planning
- Employee benefits
- Student loans
- Insurance
- Charitable giving
- Retirement/financial independence planning
I get excited about working with people who are:
Who are early on in their career and all that comes with it – including managing student loans and other competing financial priorities - as wells as those who are near the end of their career and want to create a financial plan that involves working less, or retiring. I enjoy working with clients to pinpoint the financial decisions that really matter (and those that don’t) and to give my clients the confidence to use their money to live their best life based on their personal values.
When not at work, you’ll find me:
Spending time with my wife Kerry, a family medicine physician, and our kids Elliott and Mira. I also enjoy coaching youth sports, a good audiobook or podcast while exercising, traveling and watching the Pittsburgh Steelers.
