Practice Snapshot
How I Help:
Asset Protection
Who I Help:
- Business Owners
- Individuals
- Families
About Me:
My journey into the financial services industry wasn’t a straight path. Up until entering the field in 2013, I worked in blue-collar jobs as a painting contractor. It wasn’t until a member of my church presented me with an opportunity to build a practice from the ground up that I decided to make a change. The idea of building relationships and making an impact in people’s lives was quite an attraction. I traded in my paint brush and haven't looked back.
I feel that my role as a financial advisor is a natural extension of my life and regard all my clients as lifelong friends. I consider one of the most rewarding aspects of my career when a client can confidently say, “I got a guy” when asked if they know someone who can help navigate their financial future. Above all, I believe my true value is my ability to build authentic and meaningful relationships with clients. I use an honest and forward-thinking approach when helping you plan for the expected and the unexpected. As a former college athlete, I understand the need for a competitive approach in order to be a resourceful and enthusiastic advocate for the people I work with.
I run a successful financial practice and co-own a local restaurant that provides healthy food alternatives. When I'm not working, I enjoy spending time with my family or doing one of my many hobbies. My wife, Nikki, and I live in Prospect, CT and are the proud parents of three daughters—Charlotte, Lena, and Josephine—and rescue dog, Dozer.
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.
