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

Education

  • 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.

Interests

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.

My photos

3 albums
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