Advisor profile

Personalized advice to help you achieve your goals

Your financial goals are unique, and I can help you achieve them. Together, we’ll document your goals, track your progress and adjust to whatever life brings — both the expected and the unexpected. With regular reviews of your goals, anytime access to your investments and digital tools to help you stay on track, we can help you feel more confident, connected and always in control of your financial life.

How to get started
27
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Income Strategies
  • Retirement Planning Strategies
  • Wealth Preservation Strategies
  • Business Retirement Plans
  • Investment Management
  • Insurance
  • Investments
  • Saving for Education

Education

  • B.S. Finance and Economics, Quinnipiac University, Hamden Conn. 1990-1995

Interests

Spending time with family and friends. Hikes with my 3 dogs. Big pet lover. Active in working out and mountain biking. Wine connoisseur and wine maker. Football, baseball and European Soccer. Favorite teams: New York Giant, New York Yankees and Jueventus.

My photos

1 albums
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