My Approach

What are your dreams and goals for retirement? I can help you achieve them with our exclusive Confident Retirement® approach. It all starts with a personalized conversation, where we'll discuss retirement needs - covering essentials, ensuring lifestyle, preparing for the unexpected, and leaving a legacy. By breaking retirement 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. Your responses can help jumpstart our conversation.

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Interests

Interests and Passions

Spending Time with Family and Friends

Coaching WSA Kids Soccer

Elite Martial Arts, Norwalk CT

Kayaking, Skiing, Biking

 

Community Participation

Member of the Greenwich, CT Chamber of Commerce

Areas of Focus

  • Retirement Planning Strategies
  • Employee Stock Options
  • Estate Planning Strategies
  • Saving for Education

Experience

20

Qualifications

  • FINRA Series 7, 24, 63, 65
  • Life, Accident & Health Insurance
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Education

  • BS, Finance and Economics, Richard Stockton College, Pomona, NJ 1993

Files for Download

My Videos

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