- Financial Planner
- Investment Advisor Representative
My unique upbringing is what guided me to the start of my career. At a very young age I had lost my father and brother to cancer. As difficult as this was for our family, it was compounded even more based on the lack of sound financial advice we had received. With this in mind, I made it my life’s goal to help people build wealth intelligently while protecting those who matter most in their lives.
I grew up in North Haven, CT son of immigrants from Italy where I was as an all-state soccer player. I graduated with honors from Fairfield University with BS in finance and economics. I worked at Merril Lynch throughout college and began my career as an advisor with Barnum in 2009. I proudly support charitable and community organizations. The Hole in the Wall Gang is near and dear to my heart. It is a charitable association founded by Paul Newman, which provides “a different kind of healing” to seriously ill children and their families, completely free of charge.
Since joining Barnum Financial Group, I have partnered with Chuck Hite who brings 19 years of experience to our well-established practice. Chuck matches my commitment to helping clients and my passion for success. Our dedicated staff and Wealth Strategies division provide our clients resources for all areas of their planning needs.
We work with a wide variety of clients including medical professionals with a focus in Anesthesia (Anesthesiologists) and Certified Registered Nurse Anesthetists (CRNAs), to develop an integrated long-term plan that works to bring their unique view of their financial future to life. We also work with many businesses on both an organization and personal level.
Whether you have just started your career, or are planning for retirement I take the time to develop a thorough understanding of who each client is and how I can best assist them in their financial goals.