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

  • Business Retirement Plans
  • Investment Management
  • Retirement Planning Strategies
23
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Education

  • Nichols College; Bachelors of Science, Business Administration

Interests

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.

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