My Approach

How will you be brilliant? I can help.

I’m not only in the business of helping you pursue your wealth. I’m also in the business of helping you grow your financial confidence in the future. I’ll help you balance pursuing your dreams for tomorrow with what you want today. We’ll use our exclusive Confident Retirement® approach, which begins with a straightforward conversation about your financial goals.

I’m here to help you live the life you’ve earned. When you have the right advisor, life can be brilliant.

Interests

My Interests Include:

Hiking, Golf, Auto Racing, and Football

Community Participation

I enjoy the outdoors and believe in preserving our state parks for future generations.  For that reason I am an active member of the Sleeping Giant Park Association.

Experience

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Areas of Focus

  • Family Finances
  • Retirement Planning Strategies
  • Investments
  • Wealth Preservation Strategies
  • Charitable Giving
  • Retirement Income Strategies
  • Estate Planning Strategies
  • Executive Compensation and Benefit Strategies
  • Insurance

Awards & Recognition

  • FIVE STAR Wealth Manager1, 2012

Qualifications

  • CFP®  CERTIFIED FINANCIAL PLANNER™ practitioner
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Education

  • University of New Haven - B.S. Business Administration

My Photos(1 photo albums)

Any client represented invests with Ameriprise Financial Services, Inc., Member FINRA and SIPC, a registered broker-dealer, as a brokerage customer. This is not an advertisement for investment advisory services and is not a guarantee of future performance or success.

My Videos(2 videos) X