Advisor profile


What you can expect when you work with me

The right financial advice can help prepare you for whatever life brings — both the expected and the unexpected.

When you work with me, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress and investments.
  • Anytime access to your investments and digital tools to help you stay on track.

Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.

Get started
22
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Investments
  • Insurance
  • Saving for Education
  • Retirement Income Strategies

Qualifications

  • CRPC™ Chartered Retirement Planning Counselor™
  • Chartered Retirement Planning Counselor (SM), 2006
  • Series 7
  • Series 66

Education

  • Marist College 1988-1992
  • B.A. Behavioral Sciences

Awards & recognition

  • Five Star Wealth Manager, 2012, 2013, 2014, 2015, 2016
  • Ameriprise Circle of Success, 2007,2008

Community participation

  • Supporter of Paws & Claws Animal Rescue
  • Member and supporter of The Williams Syndrome Association
  • Supporter of Special Olympics CT
  • Supporter of Trumbull Pisces Swimming Association
  • Recipient of The Connecticut Association of Schools Volunteer Recognition Award, 2016

Interests

  • I appreciate spending quality time with family & friends - a key to balancing my life.
  • I take on DIY projects at home and teach my son the value of hard work and effort.
  • I'm a fan of professional baseball and love taking my son to a few games every year.
  • Clamming on Cape Cod has become a new, fun summertime tradition for my family.
  • I enjoy experimenting on the grill and making chili has become a new hobby.
  • My wife and I have a renewed interest in health & nutrition.