Getting to know each of my clients personally enables me to understand the circumstances of their unique situation, and utilize a collaborative team approach to identify and prioritize financial goals, and create strategies that they can leverage to achieve their aspirations.
For the past 18 years, I have worked closely with Healthcare professionals, business owners, corporations, and individuals to help them preserve and grow assets, and set them on a path to fulfill the vision of their financial future.
I take great pride in the work I have accomplished with my clients, and have been fortunate to have received the 5-star wealth manager award in recognition. I am licensed to sell Life and Health Insurance, hold the Series 6 and 63 securities registrations and have earned a Bachelor’s Degree in Arts and Science from Southern Connecticut State University.
Currently, I reside in Monroe where I enjoy spending time with my wife Susan and our daughters Ava and Olivia. We are active members of Black Rock Church and love taking part in the various community outreach programs.
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I am licensed and registered to offer products and services in CT. Licenses and registrations will vary.
Domiciled in CT.
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