Team profile

Planning for a confident retirement

We deliver personalized financial advice to help you achieve your goals, today and tomorrow, through our Confident Retirement® approach. We start with a conversation about key financial areas including covering essentials, ensuring lifestyle, preparing for the unexpected and leaving a legacy.

By identifying clear steps to take toward your goals, we can help take the uncertainty out of planning for your financial future. Working together, we can help you feel more confident, connected, and in control of your financial life.

Areas of focus

  • Investments
  • Tax Planning Strategies
  • Small Business
  • Family Finances
  • Investment Management
  • Retirement Planning Strategies
  • Business Retirement Plans
  • Estate Planning Strategies
  • Retirement Income Strategies
  • Social Security Retirement Benefits

Community participation

  • Martin House
  • Thames River Community Service
  • Tri-Town Youth Services
  • Essex Community Foundation
  • Clinton Lion’s
  • Families helping families
  • Clinton Chamber of Commerce
  • Old Saybrook Chamber of Commerce