Advisor profile


My approach

Putting clients first; it's what I do

Ameriprise earned a Hearts & Wallets Top Performer recognition in:

  • “Unbiased, puts my interest first”
  • “Explains things in understandable terms”
  • “Understands me and shares my values”

I’m proud to be associated with a firm known for its service and how it relates to clients, because serving your interests is my priority. I offer comprehensive financial advice and a broad range of solutions to help you and your loved ones live brilliantly, now and in the future.

With the right financial advisor, life can be brilliant.

Areas of focus

  • Wealth Preservation Strategies
  • Investment Management
  • Retirement Planning Strategies
  • Tax Planning Strategies
22
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

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!

Community participation

Coach : Baseball Association of Wolcott ; Wolcott Clemente

Coach : Central CT Fall Baseball league ; Wolcott Scrappers

Awards & recognition

  • Five Star Wealth Manager, 2013, 2014, 2015, 2016