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

  • Retirement Planning Strategies
  • Investment Management
  • Family Finances
  • Employee Stock Options
  • Business Retirement Plans
  • Insurance
  • Estate Planning Strategies
  • Charitable Giving
  • Saving for Education
  • Wealth Preservation Strategies
  • Executive Compensation and Benefit Strategies
  • Small Business
  • Tax Planning Strategies

Community participation

  • St. Jude
  • LLS
  • Branford Land Trust