Advisor profile

Personalized financial and investment strategies

 Let me help you build and preserve your wealth with a personalized investment strategy. With my experience providing ongoing financial advice and asset management strategies, I can help you formulate an approach to help strengthen your portfolio’s potential, meet your financial goals and suit your risk tolerance. My goal is to prepare your portfolio to help meet all market conditions, and regularly review and adapt your strategy as your life changes. Using our exclusive Confident Retirement® approach, we’ll work together to help you feel more confident, connected, and in control of your financial life. Want to learn more? I’m happy to meet 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

  • Business Retirement Plans
  • Investment Management
  • Retirement Planning Strategies


  • CRPS™ Chartered Retirement Plans Specialist™


  • Nichols College; Bachelors of Science, Business Administration

Community participation

Over my career I have lived throughout the Northeast, but in 2012 my family settled into Woodbury CT. My wife Kelly, my two children Cameron & Delani, and our lab pup Tuukka have set roots in our community. From joining Flanders Nature Center as a land monitor, to coaching multiple sports activities we feel blessed to be a part of this community. My wife keeps our social schedule full of activities with friends and still has time to participate in our schools and playground committees.

I have been lucky enough to run the Boston Marathon in 2009,2013 & 2014 for Boston’s Children’s Hospital and we continue to support their different events.

  • Flanders Nature Center.
  • Woodbury Business Association
  • Western Junoir Colonials Youth Hockey
  • Woodbury/Bethlahem Youth Soccer
  • Pomperauge Laccrosse


Anytime away from work is spent with family and friends as we grow great relationships with-in our community. I enjoy getting together with friends (old and new) for good food and conversation. When not coaching the kids, I can be found running around town or through the miles of conservation land around us, as I love being outside. All sports, especially Boston based teams, are of interest to me but hockey is the game I still manage to play. I will join any adventure from the ToughMudder obstacle race, a camping trip in NH to the pre-Thanksgiving TurkeyTrot. I believe that every day has an adventure in it, looking to be uncovered.