My profile

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Your financial priorities are personal, and your plan should be too. We’ll partner together to clearly define what you’re working toward, follow your progress and make thoughtful adjustments as life changes — because it always does.

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24
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
  • Retirement Income Strategies
  • Investments

Education

  • BA Bachelor of Arts, English and Government, University of Notre Dame

Awards & recognition

  • Root, Borajkiewicz, Lucarelli Wealth Advisors, Forbes Best-in-State Wealth Management Teams, 2023, 2024

Community participation

I volunteer through Haddam Killingworth Little League as coach for both my son, Will and daughter, Genevieve. I also serve as Secretary on the Little League board.

I also volunteer as hockey coach for my son's youth hockey team through the New Haven Warriors youth hockey program.

Interests

I am a Connecticut native who has settled into Killingworth with my wife, Nicole.  I enjoy spending time with my family, playing golf and getting my hands dirty in the garden.

 

My photos

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