Meet Your Team!

It’s nice to put a face with a name

  • I was born and raised in Merrimack, New Hampshire and I am a proud member of the graduating class of 1995. I didn’t stray too far when it came time to head off to college. I attended Saint Anselm College in Goffstown, New Hampshire, class of 1999, majoring in Environmental Science. You heard me correctly, Environmental Science.

    After graduation, I joined Fidelity Investments as a trader. At the time, I didn’t even know what a mutual fund was, but Fidelity assured me that they would teach me everything I needed to know, which they made good on their promise. It was a short stay at Fidelity, as my future wife “suggested” that I move to Massachusetts to be closer to her. In 2000, I responded to an ad on Monster.com which is how I met Richard Prout, the founder of Stonehearth Capital Management.

    For the first couple of years at Stonehearth, I was entrenched in portfolio management design, strategy, and product analysis. I learned a lot in those first couple of years, which also coincided with the dotcom crash. At the time, Rich told me that this experience would forever change who I am, how I think, and how I manage money. Boy was he right.

    In 2006, I passed the Certified Financial Planner® (CFP) exam. The CFP® was designed to teach designee’s how to help families meet their financial goals and to plan for their future. I spent the next 11 years co-managing client portfolios and building, analyzing, and monitoring client financial plans.

    In 2017, I purchased Stonehearth Capital Management and now serve as the firm’s President and CEO. It is with great pride and excitement that I will lead our firm forward, surrounded by an intelligent and supportive team with a shared vision to help clients meet their financial goals. I will continue the tradition established by our founder, to always do what is in the best interest of our clients. As fiduciaries for the families we support, it is our obligation and our top priority.

    I have called Amesbury, Massachusetts home since 2002 where I live with my wife, Mary, and two daughters, Meryn and Adelyn. In my spare time, I play and coach soccer and enjoy time in the White Mountains skiing, boating, and fishing.

  • I joined Stonehearth Capital Management in June 2013, bringing with me 15 years of investment management experience, working with both institutional and individual investors. As the Chief Investment Officer, I am responsible for setting the firm's overall investment policy and strategy including directing our asset allocation, investment risk, research, and portfolio management functions.

    Prior to transitioning to Stonehearth, I was a partner at a startup U.S. Long/Short equity Absolute return hedge fund. I began my career at Putnam Investments, where I was a member of the Multi-Cap Growth team responsible for managing over $7 billion in assets, including 15 separately managed accounts. I earned my Chartered Financial Analyst (CFA) charter in 2004 and became a member of the Boston Security Analyst Society (BSAS).

    I currently reside in Gloucester with my wife Jen and three children, Elizabeth, Sean, and Ryan. Outside of the office, I can be found in and around Cape Ann, enjoying the outdoors with my family or scuba diving off the coast.

  • I joined Stonehearth Capital Management in 2015 as a Client Service Associate and have grown alongside the firm into my current role as a Paraplanner. In 2024, I earned my Financial Paraplanner Qualified Professional (FPQP®) designation, further expanding my knowledge and strengthening my ability to support our advisors and clients throughout the financial planning process.

    I take a collaborative, organized, and client-focused approach to my work, helping ensure a seamless and personalized experience for every client. In addition to supporting our advisory team with financial planning and client service, I play an active role in the firm's day-to-day operations and initiatives. My responsibilities include leading marketing efforts, managing social media and website content, coordinating client events, and working closely with our Chief Compliance Officer on various compliance-related projects.

    I hold a Bachelor of Science degree in Communications from Wingate University and a Master of Science degree in Public Relations from Lasell University.

    Outside of work, I enjoy reading, traveling, experiencing live music, and spending time with my husband, Justin, and our daughters, Ava and Reese.

  • I joined Stonehearth Capital Management in 2016 as a Senior Financial Advisor, bringing with me over 20 years of experience in the financial planning and wealth management experience. I also am a member of our firm's Investment Committee.

    I began my career, after graduating from St. Michael’s College, working for a financial advisory practice that specialized in Executive Benefit Solutions and Deferred Compensation Plans for executives at banks and hospitals. I went on to spend the next 10 years at Commonwealth Financial Network, a national Broker/Dealer, working on the Advanced Planning Team. This group was responsible for assisting over 1,500 advisors nationwide with complex financial planning solutions and building comprehensive wealth management plans for clients.

    My experience includes: Social Security planning, education planning, employee stock options, and executive benefits. David holds the Chartered Financial Consultant (ChFC) and Retirement Income Certified Professional (RICP) designations from the American College of Financial Planning.

    I currently reside in Topsfield, Massachusetts with my wife, Angela, and our two children, Cameron and Mia. When I'm not thinking about financial planning, I enjoy cycling, training for triathlons, kayaking, snowboarding, golfing, and coaching hockey.

  • In March 2016, I joined the team at Stonehearth Capital Management as a Client Service Associate. I transitioned to Stonehearth from John Hancock where I worked for over 32 years in the life insurance industry. It is my belief that no detail is too small, and that all of the smaller pieces help make the big picture. As a Client Service Associate, I prepare all client-related paperwork, provide client support, maintain client accounts, and assist administratively where needed.

    When I am out of the office, I enjoy spending time with my family in the Lakes Region of New Hampshire. I also enjoys antiquing and checking out yard sales.

  • I joined Stonehearth Capital Management in May 2022, having started my career in the wealth management industry in 2010. 

    Throughout my career, working with both boutique and large-scale wealth management firms, I've discovered my passion: helping individuals grow and preserve their wealth, transition smoothly into retirement, and confidently navigate the years that follow.

    While I enjoy all aspects of wealth management, I have a particular passion for tax planning. Whether it’s helping clients make tax-efficient decisions, navigate Roth conversions, or avoid unnecessary penalties, I enjoy taking complicated topics and making them easier to understand. After all, it's a lot more fun spending your own money than sending it to the IRS!

    Clients often tell me my style falls somewhere between Warren Buffett and Jimmy Buffett.

    On one hand, I believe in discipline, thoughtful strategy, and the power of long-term compounding. As Warren Buffett famously said, "Someone's sitting in the shade today because someone planted a tree a long time ago."  On the other hand, what's the point of building a great financial plan if you don't get to enjoy the life it creates? Retirement should be about more than just having enough money. It's about having the freedom to enjoy it. Or, as Jimmy Buffett put it, "Wrinkles only go where the smiles have been."

    My job is to handle the heavy lifting behind the scenes so you can spend less time worrying about your finances and more time enjoying what you've worked so hard to build. Ultimately, my goal is simple: to make sure your wealth works as hard for you as you did to build it.

    Originally from the South Shore, I headed south for college to enjoy a change of scenery (and some warmer weather) at the University of Tennessee before eventually finding my way back home to New England.  Today, I live in Dedham with my wife, our two kids, and our dog, Smokey. When I'm not in the office, you can usually find me on a local golf course, at the rink with my kids or playing hockey myself, sitting in traffic on the way to Cape Cod (which is always worth it in the end), or enjoying the outdoors with my family.

  • I joined Stonehearth Capital Management in March of 2025 as an Associate Advisor, bringing experience in financial services and a purposeful dedication to helping clients achieve their goals. Previously, I worked at Wells Fargo Advisors on a private advisor team, where I supported the team operationally and provided personalized client service. In 2024, I was honored to earn firm-wide national recognition for my contributions. I hold a bachelor’s degree in Business and Finance from Gordon College and the Series 66 license.

    At Stonehearth, I focus on building lasting relationships and developing tailored financial strategies. As a member of the firm’s Investment Committee, I contribute to research, trading, and allocation decisions that support our clients’ long-term success. Collaborating with our experienced team, I strive to help clients navigate life’s milestones with joy and confidence.

    I live in Burlington, MA, with my wife, Eva, and our son, Anders. Outside of work, I enjoy Boston sports, catching games at Fenway Park, and staying active through playing baseball and running.

  • I joined Stonehearth Capital Management in November 2026 as a financial paraplanner. I take pride in the details that others overlook, because I believe a sound financial plan depends on every element being precisely in place.

    At 17, I left Boston, Massachusetts, for New Orleans, Louisiana, having never traveled south. That decision taught me early that well-considered moves are often the most rewarding. I graduated from Tulane University in 2020 with a Bachelor of Science in Economics and began my career in financial services at TD Bank, where I learned how families build and protect their wealth. I later moved into a management role at H&R Block, where I gained a working knowledge of both corporate and personal taxation. Today, I bring both perspectives to every plan I help build.

    Outside the office, I am a competitive sailor and a proud member of US Sailing and the Massachusetts Bay Sailing Association. When I'm not at work, you'll find me in Marblehead, never far from a boat or a beach.