Practice Snapshot
How I Help:
403b Retirement Planning
Who I Help:
- Educators
- Individuals
About Me:
I focus my practice on retirement planning for educators in CT, RI and MA and helping them understand their respective pension systems.
I started my career in the financial services industry as a financial specialist for Wachovia Bank, where I was eventually promoted to vice president for my hard work and devotion. In 2007, I made the switch to Northwestern Mutual and decided to focus my energy on investments and retirement planning before joining Charter Oak as a financial advisor in 2015.
Outside of the office, I am heavily involved in my kids extracurricular activities which includes: baseball, football and basketball. When you don’t see me on the sidelines, you can find me running errands with my dog or watching sports on television.
I live in Guilford, CT with my wife, Gloria, our twin boys and Sheepadoodle, LuLu.
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.
