Advisor profile


My approach

Whether it’s saving to buy a home, traveling or simply feeling confident that you’ll be able to live the retirement you’ve worked hard for, having a sound investment strategy is key to achieving your financial goals. Using our exclusive Confident Retirement® approach, I work one-on-one with my clients to understand what’s most important to them. With an understanding of their risk tolerance and personal preferences, I can offer personalized advice that helps them balance important retirement income needs against the needs of today.

Areas of focus

  • Estate Planning Strategies
  • Retirement Planning Strategies
  • Saving for Education
26
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CRPC® Chartered Retirement Planning Counselor℠
  • Series 7, 63, and 65 licensed
  • Life and Health Insurance licensed

Education

  • BS Business Administration, Eastern Connecticut State University, 1991, Willimantic , CT

Interests

Sports, boating, fishing, motorcycles

Community participation

Little League Coach

Youth Basketball Coach

Awards & recognition

  • Five Star Wealth Manager, 2013-19