Advisor profile

Personalized advice to help you achieve your goals

Your financial goals are unique, and I can help you achieve them. Together, we’ll document your goals, track your progress and adjust to whatever life brings — both the expected and the unexpected. With regular reviews of your goals, anytime access to your investments and digital tools to help you stay on track, we can help you feel more confident, connected and always in control of your financial life.

How to get started
25
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Wealth Preservation Strategies
  • Investment Management
  • Retirement Planning Strategies
  • Tax Planning Strategies

Education

  • Quinnipiac University 1995 - 1999. Bachelor of Science, Business Management

Awards & recognition

  • Five Star Wealth Manager, 2024

Honored to receive recognition

I’m honored to announce I’ve received a 2024 Five Star Wealth Manager award! This award recognizes wealth management professionals who provide excellent service to their clients.Many thanks to my colleagues for their continued support, my clients for placing their trust in me, and Five Star Professional for the recognition

Community participation

Coach - Bunker Hill Athletic Association ; AAU BaseballWaterbury, CT : Bunker Hill Red Storm
Coach - Paul Panaroni Memorial Flag Football LeagueWallingford, CT

Interests

I enjoy spending as much time as possible with my wife, Pam, and our 2 children, Lilly and Drew. Watching our children grow has been absolutely spectacular. My wife and I both graduated from Quinnipiac University, like to travel, love the beach and we escape to our favorite restaurants as often as possible. I am an avid sports fan and really enjoy golfing. I have been a long time season ticket holder and huge fan of our state university's basketball team. My family is very active in our town with Drew's sports and Lilly's competitive dance team. As busy as we are, we would not change a thing! Call me and share your story!

My photos

2 albums
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Private Wealth Advisors

Ameriprise Private Wealth Advisors have extensive experience in helping affluent clients preserve and grow their wealth. They possess the capabilities and resources to provide customized recommendations and support for tax, estate, and retirement planning. They help clients step back and explore the full range of opportunities their wealth can bring. With years of experience and an established network of expert resources, Private Wealth Advisors are among the most qualified and credentialed advisors in the industry. Ameriprise Financial gives this elite group the highest priority and quality of service and resources available to help ensure their clients receive the best possible client experience.