Practice Snapshot
How I Help:
Business Planning + Protection
Who I Help:
Details Coming Soon
About Me:
I focus my practice on business planning and succession planning, retirement strategies and income protection.
Prior to joining Charter Oak, I was an advisor with New York Life.
Outside of work, I use my experience as an All-American and a three-time NCAA and NJCAA lacrosse champion to give back to the community. I am a volunteer coach, both for Colonie varsity lacrosse and the local Challenger program, which gives children with special needs the opportunity to participate in a variety of sports throughout the year.
I enjoy spending my free time hanging out with family, friends and my dog, Brody, and golfing whenever I can.
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.
