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
31
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
  • Estate Planning Strategies
  • Intergenerational Planning
  • Women's Financial Strategies
  • Retirement Planning Strategies

Community participation

I am active teaching and coaching my children's sports teams and I am reliving my Boy Scouts of America experience with my son.

  • Boy Scouts of America
  • Knights of Columbus
  • FairTV Public Access TV

Interests

I spend most of my "free" time with my wife, our 3 children, and our Golden Retriever Rosebud.

My children all attend Fairfield Public Schools.

I am passionate about golf, all genres of music and reading non-fiction.