Practice Snapshot
How I Help:
Annuities + Mutual Funds
Who I Help:
- Executives
- Business Owners
About Me:
I focus my practice on the life insurance, disability income insurance and annuities needs of executives and business owners.
Prior to joining Charter Oak, I practiced at elite levels at Northwestern Mutual for 22 years. My passion for my work is matched by my dedication to the local community. I am a volunteer youth sports coach, Sunday school teacher and active member of my church. I was honored with MassMutual‘s Community Service Award in 2013 for my volunteerism with Royal Family Kids’ Camp and the Department of Family Services.
Shelton, Connecticut residents since 1989, my wife and I are the proud parents of four children and loving grandparents to two grandchildren.
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.
