Advisor profile


My approach

Your financial goals are individual, and I can help you achieve them. I take the time to understand what’s truly important to you — whether it’s saving for college, retiring the way you want, making smart investments or anything else. The personalized financial advice I offer can help you prepare for the expected and unexpected things in life. As a result, you can feel more confident, connected and in control of your financial life. With the right financial advice, life can be brilliant.

Areas of focus

  • Investments
  • Retirement Planning Strategies
  • Financial Strategies for LGBTQ Couples and Families
  • Estate Planning Strategies
  • Family Finances
  • Retirement Income Strategies
  • Executive Compensation and Benefit Strategies
  • Wealth Preservation Strategies
  • Insurance
  • Charitable Giving
16
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner

Education

  • University of New Haven - B.S. Business Administration

Interests

My Interests Include:

Hiking, Fishing, Golf, Auto Racing, and Football. I also enjoy traveling and spending time with my dog Gus.

Community participation

I enjoy the outdoors and believe in preserving our state parks for future generations. For that reason I am an active supporter of the Sleeping Giant Park Association.

I also support many youth sports, and community organizations in my home town of North Haven.

I am also an active board member of the North Haven Substance Abuse Advocacy Council.

Awards & recognition

  • Five Star Wealth Manager, 2012-2015
  • Forbes Best-in-State Next-Generation Wealth Advisors, 2019

Honored to be recognized in Forbes

I’m proud to have been named to the Forbes Best-in-State Next-Generation Wealth Advisors list for 2019. It’s awarded to advisors who provide a high-quality experience, and it reflects my dedication to helping clients achieve their goals. Thank you to my dedicated clients and my talented team for making this possible – I could not have accomplished this without your trust and support.