You Hold the Potential to
Create a Life and Career of Your Choosing
My goal is to help you unlock it with warmth, respect, and a curious mind.
Hi, I’m Greg, your transition coach.
I'm passionate about using my 30 years of industry experience coupled with my iPEC Core Energy Coach training, to help you successfully design and navigate changes in your professional and personal life.
Throughout my career journey in tax, accounting, and finance, I've gathered invaluable experiences and lessons…
I have:
transitioned across careers and industries, worked with new bosses and – in some cases – understaffed departments.
been at companies where I was laid off, because of a merger or an acquisition.
opted out of becoming a company partner, choosing to change careers instead.
led global tax departments and spearheaded cross-functional international projects.
navigated cultural differences and corporate politics while championing strategic planning and process improvement initiatives.
been coached on effectively managing frustration, burnout, and increased workload.
Each experience came with its own set of challenges beyond just getting work done. Feeling overwhelmed would be an understatement.
But it was also a period of growth. It allowed me to:
develop better leadership, communication and project management skills.
gain deep insights into human behavior and the importance of resilience.
learn how to use influence and collaboration to achieve goals and objectives.
better understand how to navigate the ever-changing landscape of our industry.
develop skills and tools to offer judgment-free guidance to fellow professionals.
I am committed to sharing these tools and insights to ensure your journey is easier.
My Story
A Bachelor's degree in Accounting from Bentley College led me to work in financial services at State Street Bank. Bored after only 18 months, I decided to give tax work a try. Working with regulated investment companies led me to Deloitte. Over the next six years, I was promoted a couple of times, changed my focus to a corporate tax practice, earned my CPA, and married the love of my life.
Already feeling burned out, and with family in mind, I shifted my focus to industry and learned what it was like being the client instead of the consultant. Over the next nine years, I worked for four different companies, before leading the global tax function for a publicly traded U.S. multinational biotech manufacturer. I earned my MBA, with a concentration in Change Management. We also welcomed two beautiful children into the world.
While all these experiences shaped my understanding of the business world, accepting a job at Bose Corporation cemented the importance of …
Clearly knowing your “Who”
I joined when the company was navigating the passing of its founder, Dr. Amar Bose. Despite trying times, everyone at Bose knew “Who” they were in the context of Bose. Everyone lived up to the purpose and core values Dr. Bose had clearly defined for the company. It was unifying and provided direction in uncertain times.
I learned that understanding our “Who” can bring inner peace to a world that is changing faster than ever.
In the past, companies did not feel like a good fit, leading to job changes and a continued search for someplace that felt like home. I realized that the missing piece over my career was a clear understanding of “Who” I was at the core. A true understanding of my own values and purpose. I found that at Bose. My “Who” equaled their “Who.”
In my final years at Bose – marked by a global pandemic – the company provided executive coaching. With the help of my coach, and other resources, I learned that change starts within yourself. I found my purpose, my values, and my inner peace.
I learned that understanding our “Who” can bring inner peace to a world that is changing faster than ever.
I realized I wanted to make a difference in the world by helping real people like you, instead of corporations. The rest, as they say, is history.
I enrolled in iPEC’s Core Energy Coach Training program and received powerful training in coaching people from the inside out. I understood how to help people be more aware of themselves and make conscious choices that would serve them better to achieve their goals.
Now I want to take everything I have learned and experienced…
Every insight, every bit of training, every nugget of knowledge
And use it to help you transform yourself, your work, and your life for the better.
My mission is to help individuals create lasting change by connecting with their core values and purpose (their Who), facilitating personal and professional transformations that go beyond traditional goal setting.
Wisdom: that comes from personal experience and energy coaching
Personal Growth: tools and support for you to thrive beyond your career
Collaboration: we work together for your success
Holistic Well-Being: focus on a balanced, fulfilling work and personal life
Making a Difference: in your life and the profession
Joy: finding and embracing happiness and passion
My Company Values
“From the very first interaction, Greg demonstrated a genuine passion for assisting professionals like myself. His extensive knowledge of day-to-day tax operations has provided me with invaluable insights and practical strategies I am looking for. He takes time to understand my specific challenges and aspirations, tailoring his guidance to suit my unique circumstances. Whether I needed assistance in advancing my career, overcoming professional obstacles, or improving my skills, he consistently provided practical solutions and actionable steps. What I find particularly commendable about Greg is his willingness to share his own experiences with me. This has given me more confidence to navigate challenging scenarios with tact and professionalism. I highly recommend Greg to any tax professional seeking guidance and career advancement. His deep industry knowledge, personalized approach, and unwavering support have made an immense impact on me.”
D.M. – Brookline, MA – International Tax Director
Let’s Get Personal
1. I was a radio DJ in college.
2. I found my wife, a “country girl,” in the big city of Boston.
3. For 20 years I have enjoyed collecting and tasting wine which has led me to a love of cooking.
4. I play the drums.
5. I love to downhill ski in the winter.
6. My happy place is spending time with family and friends at my lake house in Vermont.
7. I love to travel. I’ve been to Oktoberfest in Munich, Germany.
8. I enjoy hiking with my family. I spent two weeks hiking New Zealand’s South Island.
9. Watching my parents operate a small family business instilled an entrepreneurial spark in me.
10. Family is an integral part of my life, and I make all my decisions keeping them in mind.
Together, we will create a personalized roadmap to success that helps you gain the clarity and confidence needed to:
Unlock your Full Potential | Create Lasting Change | Find Joy and Fulfillment
🔎 Dive deep into understanding your motivations, and goals
🔎 Figure out the core reason behind your challenges
🔎 Align your true self with your professional aspirations
🔎 Shift the inner thoughts, beliefs, and emotions that block you from success
🔎 Reduce stress and sustainably connect with your purpose and passion
Clients I serve:
Professionals navigating change, career growth, leadership challenges, and burnout.
"You cannot predict the future, but you can create it.”
– Peter Drucker