I grew up in Massachusetts, went to school in Montreal and Chicago, trained in radiation oncology in Boston, and landed at the University of Michigan, where I've called Ann Arbor home ever since. Personal finance was a lifelong interest throughout my medical career, so when I retired from medicine in 2023, it felt natural to turn that interest into a second career, especially helping fellow providers navigate the financial complexities unique to medicine. I was drawn to Aptus because it shares my belief that good financial advice should be honest, evidence-based, low-cost, and free of conflicts of interest.
My wife Carolynn, our daughter Anna, and our dog Coco keep life interesting at home. Outside of work, I enjoy rowing, short track speedskating, volunteering, traveling, and spending time with family and friends. My goal now is to help clients, especially those in medicine, feel confident about their financial future so they can focus on taking outstanding care of their patients.
Credentials
Investment Advisor Representative
Board Certified in Radiation Oncology
Board Certified in Hospice and Palliative Medicine
Education
MBA, University of Chicago Booth School of Business
MD, University of Chicago Pritzker School of Medicine
BSc, McGill University
Experience
2026-Present: Financial Wellness Consultant, Aptus Financial
1996-Present: Assistant Professor/Associate Professor/Professor/Emeritus Professor, University of Michigan, Department of Radiation Oncology
Expertise
Physicians, residents, healthcare professionals
Financial education
Cash flow systems
Tax-efficient investing