What are you looking for?
My ﬁnancial services practice is based on a commitment to careful listening, thoughtful analysis, sound strategies, effective implementation, ongoing monitoring and quality service. My overall goal is to give you the conﬁdence that you have a strong strategy in place for you and those you love. Areas of focus include retirement strategies, insurance protection, investment management, education funding, and estate conservation strategies. I also work with business owners and executives and their employees, providing beneﬁts consulting and programs, succession planning, risk management services, ﬁnancial literacy programs and other solutions. Underscoring everything I do is a deep commitment to providing quality service and support throughout our relationship.
I am licensed and registered to offer products and services in CT. Licenses and registrations will vary. Domiciled in CT. AR Insurance Lic # 9785872. CA Insurance Lic # 0H10522.
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