Advisor profile


Personalized financial and investment strategies

Let me help you build and preserve your wealth with a personalized investment strategy. With my experience providing ongoing financial advice and asset management strategies, I can help you formulate an approach to help strengthen your portfolio’s potential, meet your financial goals and suit your risk tolerance. My goal is to prepare your portfolio to help meet all market conditions, and regularly review and adapt your strategy as your life changes. Using our exclusive Confident Retirement® approach, we’ll work together to help you feel more confident, connected, and in control of your financial life. Want to learn more? I’m happy to meet for a complimentary initial consultation whenever it’s convenient for you. Request a consultation
19
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Investments
  • Wealth Preservation Strategies
  • Retirement Income Strategies
  • Estate Planning Strategies
  • Tax Planning Strategies
  • Retirement Planning Strategies
  • Business Retirement Plans
  • Family Finances
  • Insurance

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • CRPC™ Chartered Retirement Planning Counselor™

Education

  • Bachelor of Science (Cum Laude), Central Connecticut State University, 2004
  • Certified Financial Planner Certificate Program, Quinnipiac University, 2007

Awards & recognition

  • COUZENS, DOMINGOS, ALLEN & ASSOCIATES, Ameriprise Client Experience Award, 2022
  • Five Star Wealth Manager, 2013 & 2014
  • COUZENS, DOMINGOS, ALLEN & ASSOCIATES, Forbes Best-in-State Wealth Management Teams, 2024

Community participation

  • Golf Club of Avon, Board of Governors, Golf Committee Chair

Interests

Golf, Skiing, Woodworking, Spending time with my family and friends