My Approach

I am passionate about working with my clients and want them to experience financial confidence now and in retirement. I will look at your entire financial picture — cash reserves, debt management, investments, protection and taxes, ask targeted questions and listen closely to your answers. I want you to feel confident that the advice I provide reflects your unique dreams and goals.

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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.

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

Experience

9

Awards & Recognition

  • FIVE STAR Wealth Manager1, 2012

Education

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