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

Areas of focus

  • Investments
  • Tax Planning Strategies
  • Wealth Preservation Strategies
  • Executive Compensation and Benefit Strategies
  • Employee Stock Options
  • Charitable Giving
38
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CPA Certified Public Accountant

Education

  • Boston College - Carroll School of Management - Honors Program
  • B.S.- Accounting, Graduated 1977, cum Laude
  • Sacred Heart High School, Waterbury, CT - Graduated May 1973

Interests

* I was born and raised in Connecticut.

* I am married and have 2 sons both in College.

* Playing noontime basketball at the Westport YMCA for longer than I would like to admit.

* Recent advances in Astronomy and Cosmology have both captured my imagination as well as helped me fall asleep at night.

Community participation

  • Juvenile Diabetes Research Foundation
  • American Heart Association
  • Numerous MS Society "Walk for the Cure"
  • Awards & recognition

    • Ameriprise Circle of Success, 2006 - 2012
    • Ameriprise Diamond Ring Award, 2009

    Professional associations

    • American Institute of Certified Public Accountants

    Previous experience

    • Certified Public Accountant, Anchin Block & Anchin, New York, New York, October 1980-September 1984, 4 Years
    • Senior Accountant, Arthur Andersen & Company, Hartford, CT August 1977 - September 1980, 3 Years, 2 months