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

  • Family Finances
  • Wealth Preservation Strategies
  • Retirement Planning Strategies
  • Saving for Education
  • Women's Financial Strategies
  • Investment Management
  • Insurance
  • Business Retirement Plans
  • Retirement Income Strategies
24
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Education

  • BA, Marketing, Southern Connecticut State University 1991-1995

Interests

  • Spending time with my family
  • Scouting
  • Involved with both my kid's (Gavin and Francesca) Baseball & Swim Teams, as well as their High School Marching Band
  • Trying new restaurants with my wife Dineen
  • And lately visiting colleges with Francesca, since she will be making her decision soon on where to attend

Community participation

Board Member, Port Chester Knights of Columbus Council 503

Board Member, Port Chester High School Baseball Booster Club

Committee Member, Troop 400, Boy Scouts of America

Committee Chair, Pack 19, Boy Scouts of America

Awards & recognition

  • Five Star Wealth Manager, 2015, 2021

Honored to receive industry recognition

I have some good news to share — I’ve won the 2021 Five Star Wealth Manager award! While it’s my name on this award, it would not have been possible without the continued trust of our clients and without a team that’s dedicated to providing the best possible service.