As the President, CEO, and Financial Advisor at Drinkwater Wealth Management, my primary responsibility is to cater to the financial planning needs of my clients, specializing in wealth management and retirement planning. With over 25 years of experience in the financial services industry, I have honed my skills and knowledge to provide the best possible advice and service for my clients. I hold the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation, which signifies my commitment to upholding the highest standards of competence and ethical practice in the field. Before embarking on my career, I earned a Bachelor of Science in Economics from the University of Massachusetts at Amherst.
One of the most rewarding aspects of my job is helping clients implement a plan to reach their financial goals. Every client is different, which keeps my work fresh and exciting. It’s incredibly fulfilling to watch a financial plan come together and become a reality, whether it’s achieving a retirement planning goal or preparing for a child's college education. Seeing the success of our collaborative efforts is truly gratifying. I take great pleasure in alleviating the stress that often accompanies the financial aspects of my clients' lives. I firmly believe that the greatest value I can provide is the peace of mind that comes from knowing they have a knowledgeable advocate acting in their best interest to manage their financial affairs.
Originally from Massachusetts, I now reside in Jupiter, Florida with my wife, Amy. Together, we have two wonderful children: our son James and our daughter Delaney. In my free time, I enjoy staying active and spending time at the beach. I also have a passion for cooking and recently signed up for a boat club, which I anticipate will become a new favorite hobby.