Practice Snapshot
How I Help:
Financial Planning
Who I Help:
- Families
- Individuals
- Businesses
- Business Owners
About Me:
I focus my practice on the financial planning, retirement planning, and risk management needs of families, individuals, businesses, and business owners.
Prior to joining Charter Oak, I worked as a television producer for the History Channel’s “Pawn Stars” and “Alone”, Food Network’s “Best Thing I Ever Made” and the Discovery Channel’s “Yukon Men” among many other productions. Working for years in a freelance capacity forced me to be my own boss, which helped me truly understand the impact and importance of being organized and having a plan.
In partnering with the Heritage Team at Charter Oak Financial, I have built my practice based upon the principles of honesty, trust, and transparency, which has allowed me to empower my clients to confidently pursue their dreams.
Outside of the office, I am an avid guitar player who loves performing. I also enjoy running, watching sports and films, and spending time with family.
I live in Westchester County, NY with my wife, Annie and our two children.
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.
