- Financial Planner
- Financial Services Executive
- Investment Advisor Representative
I remember as a child my father managing a very successful restaurant in town – and then later owning a not so successful restaurant. Knowing what I know now, I wish there would’ve been someone to help my family make better financial decisions in the good times, which then could have provided better opportunities in the down times. That is why I do what I do.
I grew up in central Maine (Orono), where everyone played a different sport each season. Baseball in the spring and summer, basketball in the winter (I try to forget about soccer in the fall – I am an awful soccer player). I had always been a part of a team growing up and realized I prefer working as part of a team in my professional life. I have partnered with another advisor, Marcello DePascale (an all-state soccer player from North Haven, CT). Marcello’s strengths more than cover areas in which I am not so strong in and who is the perfect complement to me on our team. Sara Matschke is the glue that keeps our team together. Sara began working on our team in 2009 and she does such a great job helping our clients. I’m quite certain clients who call in prefer to talk to her rather than me!
My wife Michelle and I moved to Oxford, CT in 2005. Our son Alex (2007) and daughter Riley (2009) are involved in numerous activities including swimming, gymnastics, basketball and softball/baseball. They certainly keep us busy on the weekends!