Practice Snapshot
How I Help:
Fee-Based Financial Planning
Who I Help:
- Individuals
- Entrepreneurs
- Families
- Business Owners
About Me:
My career in financial services began with a call from my best friend’s brother, who was building a Greenwich-based team for Charter Oak. I joined the company on a gut instinct, feeling like it was the right opportunity to do something more meaningful in my professional life. After only a few months, my best friend’s brother was my boss, and I had begun growing a business helping others.
As a mentee of some of the area’s top financial advisors, I was able to identify the qualities that I wanted to shape my own practice. I distilled those qualities into three guiding principles: honesty, transparency and empowerment. Today, I combine these with a dedication to process, education and communication to ensure my clients always know what I'm suggesting and why, ultimately empowering them to make their own decisions without unnecessary stress.
This approach has attracted individual clients ranging from entrepreneurs, professional athletes, doctors and corporate executives to business clients in industries such as shipping, transportation, raw materials, hedge funds, and sports supplements.
Since beginning my career in 2005, my success in the industry has earned me recognition both inside and outside of the firm.
I am also an avid fisherman and compete in multiple tournaments per year. When I'm not spending time with my wife and our two daughters, I can most likely be found at the gym or on the water.
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.
