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

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
17
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.