Advisor profile

What you can expect when you work with me

 My purpose is to help you feel confident, connected and in control of your financial life. 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. Request a consultation
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


  • APMA™ Accredited Portfolio Management Advisor™


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

Awards & recognition

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

Community participation

I am a member of the University of Connecticut Alumni Association and support the School of Liberal Arts and Sciences.


I am an avid sports fan and do my best to follow my favorite teams.

I stay active with ice hockey, golf, softball, skiing and just about anything else that keeps me moving throughout the year.

I love documentaries and articles on our economy, the financial services industry, engineering, aviation and the latest technology.

I love spending time with my wife Lisa, our son Kaden and our dog Jack.