My primary responsibility is to serve as a trusted sounding board for the financial questions and decisions that shape our clients’ lives. Over the years, I have found that great financial advice goes beyond the portfolio: it begins with earning trust, asking thoughtful questions, and helping clients make good financial decisions that reflect their values and priorities.
With over five decades of experience in the investment industry, I have seen a great deal of change. What has remained constant is the value of a steady hand and a well-built plan. I take pride in helping clients position themselves for long-term success and lasting peace of mind.
I have had the privilege of building deep, decades-long relationships with clients and their families. These relationships are built on trust, continuity, and a shared commitment to thoughtful decision-making – all qualities that I believe are essential to great financial stewardship.
I co-founded Safir Wealth Advisors with Andrew in 2017. Prior to that, I launched Safir Investments in Norwalk, Connecticut in 2003 and later moved the firm to Greenland, New Hampshire in 2005. Earlier in my career, I held senior leadership roles at Legg Mason Wood Walker in Norwalk and Fahnestock & Co. in New York City and Norwalk.
I am a graduate of the University of New Hampshire and live in Greenland, NH.