BS, Arizona State University
Having lived in Maine his whole life, Wyatt grew up observing his mother’s work in the financial planning industry and was inspired by her 20-year career. He has known he wanted to follow a similar path to hers since he attended Arizona State University. Before joining Great Diamond Partners in 2021, Wyatt had built 6 years of industry experience in Boston, MA, but his love of Maine and the desire to be closer to family brought him “home.”
Financial planning combines two aspects of work Wyatt enjoys most – people and planning. He appreciates getting to know his clients and the long-term relationships that develop with them over time. He also enjoys the planning aspects of his role as Associate Advisor, such as finding creative and unique solutions for clients’ challenges. Since joining GDP, Wyatt has taken a strong interest in working with Next Gen clients and has become a rising expert in sustainable and impact investing. He shares this knowledge and experience with his clients as well as the rest of his team.
In addition to working with clients, Wyatt also leads data and technology efforts at the firm and helps to create centralized planning practices and to support business development efforts. He is also pursuing certification as a Certified Financial Planner and plans to sit for the exam shortly.
Wyatt enjoys playing and coaching soccer, spending time with his family, and hiking in the White Mountains.
Wyatt’s commitment to his local community extends beyond the workday. He volunteers as a soccer coach for youth camps, including Camp Susan Curtis, a program for Maine children facing economic hardship. He also runs his own amateur men’s team based out of Portland.