Practice Snapshot
How I Help:
Financial Planning
Who I Help:
- Individuals
- Families
- Business Owners
About Me:
I focus my practice on the risk and wealth management, and insurance, financial and investment planning needs of individuals, families and business owners.
I have a passion for educating and motivating my clients to feel confident about their financial futures. Prior to joining Charter Oak, I spent a decade in professional investments for individuals and households.
Outside of the office, I enjoy boxing and strength training, in addition to cooking and other outdoor activities. I also earned the highest achievement rank from the Boy Scouts of America, the rank of Eagle Scout.
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.
