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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

I enjoy spending time with my family. My wife Wendy and I have been married for 7 years and we have two beautiful children. Logan is 5 and Maeve is 3. We currently live in Oxford, but I grew up in Shelton.

I enjoy boating on the Long Island Sound. If you'd like to get out on the boat on a nice day, give me a call.

I try to plan a ski trip to Vail, Colorado or other parts of Colorado each year. I enjoy running group trips to various locations.

Areas of Focus

  • Investments
  • Insurance
  • Retirement Income Strategies
  • Estate Planning Strategies

Experience

Qualifications

  • Series 6, 7, 63, 66 Licensed
  • Life, Health, Variable Annuity Licensed
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Education

  • Albertus Magnus College, New Haven, CT - B.A. Business

Files for Download

My Photos Show Thumbnails

Logan, Wendy, & Maeve

Photo Albums

Any client represented invests with Ameriprise Financial Services, Inc. This is not an advertisement for investment advisory services and is not a guarantee of future performance or success.