Our mission is to provide clients with the framework to make integrated financial decisions that help them grow and preserve their wealth and plan for future generations. Through a team approach, my team and I work together to explore your financial goals and aspirations. Based on your needs and goals, we develop investment and protection strategies that can evolve and adapt to help meet your changing needs.
I bring 26 years of experience to our team. I have gained a wide range of knowledge by dedicating myself to achieving multiple designations. As a Financial Advisor, Financial Services Representative, and Investment Advisor Representative I take pride in providing my clients with a designed strategy to meet their goals, taking into consideration their personal situation. With my hard work and dedication to my clients, I was presented with the Connecticut Magazine’s Five Star Wealth Manager* Award in 2015, 2016, & 2017.
As a family office resource, we have replicated a level of service normally reserved for those who fall under the category of high net worth clients. Many of our clients require private wealth management and outside services such as sophisticated tax planning and estate preservation strategies to help them solidify their long-term objectives. We can offer assistance in managing your investments, business, and legacy.
I am licensed and registered to offer products and services in CT. Licenses and registrations will vary.
Domiciled in CT.
Check the background of this investment professional on FINRA’s BrokerCheck