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

  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Retirement Plan Distribution
  • Insurance
  • Investments
  • Tax Planning Strategies
  • Estate Planning Strategies
  • Business Retirement Plans
  • Small Business
21
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • JD Juris Doctorate
  • CLTC® Certified Long Term Care®

Education

  • Yale University, Bachelor of Arts in History. Received in 1985
  • University of Connecticut School of Law, Juris Doctor. Received in 1990

Interests

  • Fluent in French and Vietnamese
  • History
  • Foreign Languages & Literature
  • Target Shooting
  • Ice Hockey

Community participation

I participate annually in the Ameriprise National Day of Service Food Drive. 2010-2015

Awards & recognition

  • Five Star Wealth Manager, 2015-2019

Previous experience

  • Business Consultant, Ho Chi Minh City, Vietnam, 1993-2001
  • Attorney-at-Law, Hebb & Gitlin, Hartford, CT, 1989-1992
  • Court Clerk, Connecticut Judicial Department, Middletown, CT, 1987-1989
  • Paralegal, Cohn & Birnbaum, Hartford, CT, 1985-1987