Practice Snapshot
How I Help:
Financial Planning
Who I Help:
- Professional Athletes
- Individuals
About Me:
I focus my practice on the unique planning considerations of professional athletes all over the country, advising them on managing their money and planning for their future. I am registered with the National Football League Players Association (NFLPA) Financial Advisor Program.
My connection to athletes comes naturally. Growing up in Portland, Connecticut, I was actively involved in school athletics—particularly in basketball and baseball. I was the first player in the history of my high school to be drafted by a Major League Baseball team, and went on to attend Quinnipiac University on a full athletic and academic scholarship. I enjoyed a very successful athletic career in college, culminating in being named to the All-American team. During the summers, I played in leagues in Pennsylvania and on Cape Cod, Massachusetts.
In addition to my practice work, I share extensive investment knowledge with colleagues and emerging planners alike. I am one of Charter Oak's investment specialists, assisting my peer advisors with their clients’ complex investment needs, and teach an investment fundamentals class at Bay Path College as part of the CERTIFIED FINANCIAL PLANNER™ curriculum.
I serve on the Board of Directors of the Springfield Chapter of March of Dimes, and participate in Katelynn’s Ride, a fundraiser for the Jimmy Fund. I also coach baseball and am one of the coaches for my son's minor-league team. I reside in Ellington, Connecticut with my wife and our five children.
A tailored approach
No two people are alike. Our process emphasizes what’s most important to you, and delivers solutions customized to your specific needs and goals.
Unique perspectives
By looking at things a little differently, we’re able to offer (and gain) the insights we feel are necessary to build understanding and trust.
Authentic relationships
Cultivating authentic relationships makes our work possible, not to mention worthwhile. We care, and it shows.
