My profile

Saving for the future

Whether you’re buying your first home, saving for college or planning for retirement, you don’t have to navigate the future alone. I help you make sense of your finances with advice and investment ideas that fit your life, your goals and your comfort with risk.

Ready to learn more? Let’s start with a complimentary initial consultation to talk about how I can help you move closer to your financial goals.


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11
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Planning Strategies
  • Investments
  • Insurance
  • Retirement Income Strategies
  • Social Security Retirement Benefits
  • Saving for Education
  • Business Retirement Plans
  • Estate Planning Strategies
  • Tax Planning Strategies
  • Executive Compensation and Benefit Strategies

Education

  • University of Connecticut Bachelor of Arts in Economics

Stay informed on financial planning, stock market and economic impacts, and more - before even becoming a client. Through my monthly newsletters, you'll get a sense of the personalized financial advice you can expect to receive from my practice.

Interests

Outside of the markets, I love to spend as much time with my family as possible. This includes my wife Rachael and our two Huskies Walter and Luna. My favorite pastimes include cooking, gardening and UConn Basketball.

My photos

1 albums
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