Practice Snapshot
How I Help:
Investment Planning
Who I Help:
- Individuals
- Families
- Small Businesses
- Executives
About Me:
I have dedicated my entire three-decade career to financial services. I work with individuals, families, small businesses and executives, helping them with their risk management and investment planning needs.
Outside of the office, I enjoy tennis, travel, skiing, and time with my family. My wife and I reside in Glastonbury and are the proud parents of two daughters and a son, who has followed in my footsteps and started an insurance career of his own.
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.
