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As a Financial Advisor, my mission is to assist individuals, families, and business owners in defining their financial goals and achieving financial freedom. I help people protect the ones they love through a variety of financial products and solutions to meet their needs. Along with a team of professionals, I offer guidance to my clients to help them reach their financial goals. In addition, I offer a broad portfolio of individual insurance protection, asset accumulation strategies, and financial products and services for families, businesses, and institutions.
I can also provide comprehensive financial strategies and/or focus on one specific area of need. I offer total financial needs analysis, including access to trust services, through a network of experienced professionals with detailed knowledge in:
Retirement Analysis and Programs | Estate Strategies | Employee Benefit and Retention Services | Business Continuation Strategies
I hold an MBA concentrating in Finance from the University of Hartford and an undergrad in Performing Arts – Music from Eastern CT State University. I also have over 15 years of financial industry experience with currently active Series 65, Series 7, Series 6, and Series 63 securities licenses along with Life & Health and Property & Casualty insurance licenses.
As residents of Newington, CT, my wife Michelle, stepdaughters Shelly and Anne, and son Timmy all enjoy participating in town park & rec events, going to restaurants, listening and playing music, vacationing in warm weather locations, and exploring the outdoors looking for waterfalls and interesting critters.