Your Team

I work closely with clients to help them define and achieve their most important financial goals in retirement. My role is to bring clarity to complex decisions and deliver advice that is strategic, personalized, and rooted in deep expertise. I advise on everything from preserving and protecting assets to optimizing tax efficiency, planning for wealth transfer, and maximizing the impact of charitable giving.

I enjoy this profession as it offers a rare combination of technical depth and real human impact. I am a problem solver. It is deeply rewarding to apply knowledge in a way that helps our clients make financial decisions with confidence and avoid costly mistakes. I take great pride in helping our clients and their families reach meaningful life milestones. Supporting their success is more than just a professional duty – it is a privilege. 

As a lifelong learner, I stay on top of evolving tax laws, planning strategies, and industry insights so I can deliver the highest level of advice. I am a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional, and I also hold the Certified Investment Management Analyst® (CIMA®) and Certified Private Wealth Advisor® (CPWA®) designations. These credentials reflect my commitment to excellence and to serving high-net-worth individuals with care and integrity. I am an active member of the Investments & Wealth Institute™ and the Boston Estate Planning Council (BEPC).

I co-founded Safir Wealth Advisors with Ted in 2017, having spent 3 years prior with Safir Investments. I am a graduate of Harvard College and live in Boston’s South End.

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.