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
41
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Investments
  • Tax Planning Strategies
  • Wealth Preservation Strategies
  • Executive Compensation and Benefit Strategies
  • Employee Stock Options
  • Charitable Giving

Education

  • Boston College - Carroll School of Management - Honors Program
  • B.S.- Accounting, Graduated 1977, cum Laude
  • Sacred Heart High School, Waterbury, CT - Graduated May 1973

Awards & recognition

  • Ameriprise Circle of Success, 2006 - 2012
  • Ameriprise Diamond Ring Award, 2009

Professional associations

  • American Institute of Certified Public Accountants

Previous experience

  • Certified Public Accountant, Anchin Block & Anchin, New York, New York, October 1980-September 1984, 4 Years
  • Senior Accountant, Arthur Andersen & Company, Hartford, CT August 1977 - September 1980, 3 Years, 2 months

Community participation

  • Juvenile Diabetes Research Foundation
  • American Heart Association
  • Numerous MS Society "Walk for the Cure"

    • Interests

    * I was born and raised in Connecticut.

    * I am married and have 2 sons both in College.

    * Playing noontime basketball at the Westport YMCA for longer than I would like to admit.

    * Recent advances in Astronomy and Cosmology have both captured my imagination as well as helped me fall asleep at night.