My profile

Saving for the future

Whether you’re buying your first home, saving for college or planning for retirement, you don’t have to navigate the future alone. I help you make sense of your finances with advice and investment ideas that fit your life, your goals and your comfort with risk.

Ready to learn more? Let’s start with a complimentary initial consultation to talk about how I can help you move closer to your financial goals.


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29
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Tax Planning Strategies
  • Estate Planning Strategies
  • Retirement Planning Strategies
  • Wealth Preservation Strategies
  • Business Retirement Plans
  • Executive Compensation and Benefit Strategies
  • Insurance

Education

  • BA, Yale University, New Haven, CT
  • JD, Fordham University School of Law, New York, NY

Awards & recognition

  • The Executive Wealth Group, Ameriprise Client Experience Award, 2020-2025
  • Premier Protection Award - RiverSource Life Insurance Company, 2019

Previous experience

  • Merrill Lynch Wealth Management, Financial Advisor, 2011-2017

My Profile

I have worked in the financial services industry since 1997,where I spent fourteen years primarily as an Institutional Equity Salesman focusing on European markets. I made the transition to Wealth Management in 2011 and spent six years with Merrill Lynch before joining Ameriprise Financial Services, LLC in 2017. I advise clients on a wide variety of strategies including Financial Planning, Estate, Retirement and Tax Planning, Life and Long-Term Care Insurance, Lending, and Cash Management. I also advise small and mid-sized businesses on their 401(k), Profit Sharing, and Defined Benefit Plans.

Interests

* I volunteer for Yale University as an ASC Director, coordinating and performing interviews for high school students in NYC who are applying to Yale.

* I also sit on the Board of Directors of the Yale Swimming & Diving Alumni Association.

* I live in Wilton, CT with my wife Emily and our children Julia, Jack, Charlie, and Teddy.

My photos

6 albums
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