My Approach

I help my clients achieve their dreams for today, tomorrow, and well into the future — using our exclusive Confident Retirement® approach. It starts with a personalized conversation about covering essentials, ensuring lifestyle, preparing for the unexpected and leaving a legacy. By breaking your financial goals down into doable steps, we can help take the uncertainty out of planning for your financial future. Take a few minutes now for a quick confidence check.

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

Interests

My favorite activity and interest is being a dad. Molly is 15 and Miles is 12. Spending time with them is precious. We do anything that involves family, friends, fitness, fresh air, faith, and fun, fun, fun.

I work in our local soup kitchen every Tuesday.

I am active in my town's finances, with the Boy Scouts, and with my church.

It doesn't leave much time for leisure, but when I can manage it, I play a little golf or take my motorbike for a spin on the back roads of CT, NY and MA.

Experience

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Areas of Focus

  • Retirement Planning Strategies
  • Family Finances
  • Investments
  • Estate Planning Strategies

Awards & Recognition

  • Ameriprise Hall Of Fame, 2006

Qualifications

  • CFP®  CERTIFIED FINANCIAL PLANNER™ practitioner
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Education

  • Eastern Connecticut State University: BS-Education 1977
  • IONA College: MBA-Finance 1981

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(1 videos) X