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

Areas of focus

  • Wealth Preservation Strategies
  • Investment Management
  • Retirement Planning Strategies
  • Tax Planning Strategies
23
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℠

Education

  • Quinnipiac University 1995 - 1999. Bachelor of Science, Business Management

Interests

I enjoy spending as much time as possible with my wife, Pam, and our 2 children, Lilly and Drew. Watching our children grow has been absolutely spectacular. My wife and I both graduated from Quinnipiac University, like to travel, love the beach and we escape to our favorite restaurants as often as possible. I am an avid sports fan and really enjoy golfing. I have been a long time season ticket holder and huge fan of our state university's basketball team. My family is very active in our town with Drew's sports and Lilly's competitive dance team. As busy as we are, we would not change a thing! Call me and share your story!