Advisor profile

What you can expect when you work with me

The right financial advice can help prepare you for whatever life brings — both the expected and the unexpected.

When you work with me, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress and investments.
  • Anytime access to your investments and digital tools to help you stay on track.

Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.

Get started
22
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Investments

Education

  • BA Bachelor of Arts, English and Government, University of Notre Dame

Awards & recognition

  • Root, Borajkiewicz, Lucarelli Wealth Advisors, Forbes Best-in-State Wealth Management Teams, 2023, 2024

Community participation

I volunteer through Haddam Killingworth Little League as coach for both my son, Will and daughter, Genevieve. I also serve as Secretary on the Little League board.

I also volunteer as hockey coach for my son's youth hockey team through the New Haven Warriors youth hockey program.

Interests

I am a Connecticut native who has settled into Killingworth with my wife, Nicole.  I enjoy spending time with my family, playing golf and getting my hands dirty in the garden.

 

My photos

1 albums
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