About Me:

As a CERTIFIED FINANCIAL PLANNER™ professional, held to a strict fiduciary duty, your goals and interests are always the foundation of our relationship. My commitment is simple: to act in your best interest, provide clarity in a complex financial world, and help you make confident, well‑informed decisions.

My interest in financial planning began at Fairfield University, where I built real‑world experience in financial markets and developed the analytical discipline and professionalism that continue to guide my work today. During that time, I held internships and positions with Quick & Reilly on Wall Street, Oak Investment Partners and Dean Witter — experiences that shaped my understanding of how markets function, how businesses grow, and how disciplined analysis supports sound decision‑making.

Rooted in Western Massachusetts, I began my career with MassMutual as a financial adviser. More than 30 years later, I’m proud of the relationships I’ve built — both long‑standing and newly formed — and remain energized and committed to helping clients and their families across generations today and in the decades ahead.

Starting with a big‑picture view of your financial world, I focus on understanding where you are today and where you want to be in the future. My role is to help make life simpler, more peaceful, and more organized so you and your family can live your best lives.

My additional education and training as a Chartered Life Underwriter® (CLU®), Chartered Financial Consultant® (ChFC®), Chartered Adviser for Senior Living® (CASL®), and Chartered Special Needs Consultant® (ChSNC®) broaden my knowledge base and enhance the guidance I provide across a wide range of planning needs.

Beyond my work as a financial planner, I’ve been actively involved in coaching, leveraging sports as a platform to develop character, discipline, and passion in others. I also serve my community as an Extraordinary Minister at Our Lady of the Blessed Sacrament in Westfield, MA.

Above all, I’m proud to serve in my most important roles: husband to Kellye and father to Brandon and Milana.

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