Practice Snapshot
How I Help:
Business + Tax Planning
Who I Help:
- Restaurant Owners
- Federal + State Employees
- Medical Professionals
- Associations
About Me:
I focus my practice on the wealth and risk management, business and tax planning, estate planning, and retirement planning needs for restaurant owners, federal and state employees, and medical professionals and associations.
Prior to joining Charter Oak, I worked for two other large financial services companies.
Outside of the office, I am an avid skier, who also enjoys playing the piano and guitar. When I'm not doing that, I enjoy water sports and spending time with my family and friends.
Born and raised in Avon, CT, I currently reside in Farmington, CT with my wife, Emma.
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.
