Advisor profile


What you can expect when you work with me

The right financial advice can help prepare you for whatever life brings — both the expected and the unexpected.

When you work with me, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress and investments.
  • Anytime access to your investments and digital tools to help you stay on track.

Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.

Get started
21
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
  • Wealth Preservation Strategies
  • Investment Management
  • Tax Planning Strategies
  • Social Security Retirement Benefits
  • Cash Flow Management Strategies
  • Insurance
  • Business Retirement Plans
  • Saving for Education

Qualifications

  • APMA® Accredited Portfolio Management Advisor™

Education

  • University of Connecticut - Bachelor of Arts - Economics - 2004

Awards & recognition

  • Forbes Best-in-State Next-Generation Wealth Advisors, 2019

Community participation

Member - University of Connecticut Alumni Association

Member - Montowese Elementary School PTA

Coach - Greater New Haven Warriors Youth Hockey

Coach - Max Sinoway Little League Baseball

Interests

My wife, Lisa, and I are both very active in our local school and youth sports communities. You can usually find us around the school, in the hockey rink or on the baseball diamond with our 2 boys, Kaden and Callan, and our rescue dog Jade.

I'll read or watch anything about cars, engineering or aviation.

I love skiing, golf, the UConn Huskies and the New York Islanders.