4410 Princeton Way,
Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.
Certified Financial Planner
Prior to founding Hoyt Wealth Management, I was a fee-only financial advisor with another local firm. Prior to that, I held a number of positions related to investments, accounting, and taxation.
I have been interested in finance since high school, from preparing my siblings tax returns to following the stock market. During high school I worked in the family business, which my grandfather started many decades ago.
After graduating from college, I held several positions in investment accounting, and technology sales, eventually deciding that working directly with clients was my true calling. This led me to become a traditional financial advisor, but I quickly learned that most of these jobs were commissioned sales positions. While this provided valuable experience, I realized that the sales-oriented culture did not align with my personality or my clients’ best interests. Thus my 7 year hiatus from financial planning began, working as an account manager at IBM.
During my time at IBM, I launched Hoyt Wealth Management with the goal of helping clients achieve financial peace of mind. In 2017, it was time to go full-time with financial planning so I joined a local firm, where I advised clients for 2 ½ years until deciding to go solo in 2020.
I grew up in Natick, Massachusetts but moved my own family to Westford in 2015. When not working, I enjoy tennis, golf, and road trips with my family around New England.
What are your family’s goals? I’d love to get to know more about your objectives and how I can be of assistance.