Practice Snapshot
How I Help:
Investment Strategies
Who I Help:
- Families
- Businesses
About Me:
I focus my practice on the retirement planning, risk management and investment management needs of families and business.
Prior to joining Charter Oak, I worked for another large financial services company.
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.
