Practice Snapshot
How I Help:
Income Protection
Life Insurance
Retirement Planning
Student Loan Refinancing
Wealth Accumulation
Who I Help:
- Individuals
- Families
- Small Businesses
About Me:
I am a Financial Advisor with Charter Oak Financial, a firm with a proud history dating back to 1886. My practice focuses on retirement planning, income and protection strategies, wealth accumulation, and life insurance planning for individuals, families, and small to mid-sized business owners.
In addition to working with individuals and families, I partner closely with business owners to design and implement retirement plans, develop business succession strategies, structure buy-sell agreements, and create key employee retention strategies. I help clients protect what they’ve built, retain key talent, and establish a clear and effective path for the future of their businesses.
I graduated from Western New England University with a degree in finance, where I also competed as a member of the golf team. I began my career as a Registered Securities Principal with MassMutual before joining Charter Oak Financial.
Outside of work, I am an avid sports fan—especially of my Boston teams, including the Patriots—and I enjoy golfing, hiking, playing chess, and fantasy football. I live in Hampden, Massachusetts with my wife, Kayla, and our pets.
CRN202905-11116315
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.
