
Mac’s perspective on financial planning is unique and deeply personal, shaped by an upbringing that included both prosperity and hardship. These experiences taught him the value of thoughtful, proactive, and strategic planning, a principle that continues to guide his work with families today.
While building wealth is an important part of his work, Mac views his role as much more than that. He is motivated by a deep commitment to helping families align their financial resources with their most important values, empowering them to live fully, intentionally, and with lasting confidence in their plan. Mac brings this philosophy to life through a thoughtful and detail-oriented approach, working closely with affluent and high-earning families to design strategies that aim to both grow and preserve their wealth, incorporate meaningful estate and tax planning concepts, and provide steady guidance through life’s transitions. His careful attention to detail reflects his dedication to helping clients achieve clarity, confidence, and long-term success.
Mac joined Stage Harbor Financial shortly after the firm’s founding in 2018. Since then, both he and the firm have experienced steady growth. Today, Mac serves as one of the firm’s Wealth Advisors. He is a graduate of Providence College with a degree in Finance. He also holds the CERTIFIED FINANCIAL PLANNER™ designation, as well as his Life Insurance license.
Outside of work, Mac lives in Kingston, MA with his wife, Kirstyn, and their young son, Brooks. A proud Providence College alum, he remains a loyal fan of Friars basketball and hockey. He also enjoys golf, traveling with family, and spending time outdoors on the South Shore and Cape Cod.