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

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
  • Investment Management
  • Retirement Plan Distribution
  • Cash Flow Management Strategies
  • Wealth Preservation Strategies
  • Insurance
  • Charitable Giving


  • BFA™ Behavioral Financial Advisor
  • AAMS™ Accredited Asset Management Specialist™
  • CRPC™ Chartered Retirement Planning Counselor™


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

Awards & recognition

  • Five Star Wealth Manager, 2012-2015
  • Forbes Top Next-Generation Wealth Advisors, 2019, 2022

Community participation

As the son of a veterinarian, I've always felt a strong bond to animals. I volunteer my time on weekends at the Florida Key's SPCA animal shelter, to help animals who need support finding their forever homes.

I also support many youth sports, and community organizations in my hometowns of Key West, FL and North Haven, CT.

Annually, I donate a portion of our revenue to charitable organizations that are meaningful to me. Some of the organizations I support include, The Trevor Project (LGBTQ+ suicide prevention), The Armstrong Foundation, Florida Key's SPCA, The North Haven Animal Shelter, and the Children's Cancer Foundation.


My Interests Include:

Hiking, Fishing, Golf, Auto Racing, and Football. I also enjoy traveling and spending time with my partner, Saul, and our dogs, Quin and Gus.

Private Wealth Advisors

Ameriprise Private Wealth Advisors have extensive experience in helping affluent clients preserve and grow their wealth. They possess the capabilities and resources to provide customized recommendations and support for tax, estate, and retirement planning. They help clients step back and explore the full range of opportunities their wealth can bring. With years of experience and an established network of expert resources, Private Wealth Advisors are among the most qualified and credentialed advisors in the industry. Ameriprise Financial gives this elite group the highest priority and quality of service and resources available to help ensure their clients receive the best possible client experience.