Practice Snapshot
How I Help:
Financial Planning
Who I Help:
- Business Owners
- Pharmacists
About Me:
I focus on holistic financial planning, working primarily with owners of closely held businesses and pharmacists to address their unique planning needs.
I began my financial services career as a mortgage banker, but my move to financial planning was actually inspired by a relative’s disastrous experience with an unscrupulous advisor. The situation highlighted to me how important it is for people to be well educated about their options, and for their financial services provider to be trustworthy. I have made these principles the cornerstone of my practice, and apply them to everyone I meet—whether they become clients or not.
Outside of work, I am a 32nd degree Freemason, and a member of the Shriners. I serve on the board of the TPC River Highlands golf club, which is a second home to me. My wife and I live in Middletown, Connecticut.
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.