Practice Snapshot
How I Help:
Life Insurance
Retirement Planning - 401k + Simple IRA
Retirement Planning - Managed Money + Annuities
Who I Help:
- Business Owners
- Families
About Me:
I am a financial advisor with Charter Oak Financial, a firm with a proud history dating back to 1886. I focus my practice on helping families and business owners develop comprehensive financial plans tailored to their insurance and investment needs. I also specialize in creating retirement income strategies designed to help clients feel confident about their financial future.
Before joining Charter Oak Financial, I served in the United States Marine Corps and worked as a real estate broker, experiences that shaped my disciplined, client-focused approach to financial planning.
Outside of the office, I spend my time striving to be the best husband and father I can be. I enjoy fishing, traveling in my RV, and cheering on my favorite Boston sports teams, including the Red Sox, Patriots, and Bruins.
CRN202904-11306164
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.
