Practice Snapshot
How I Help:
Life Insurance
Who I Help:
- Business Owners
- Families
- Retirees
About Me:
I focus my practice on wealth management, retirement income planning and risk management mainly with business owners, families and retirees. I also specialize in navigating government employees through the Federal Employee Retirement System (FERS) and helping them to understand their complex benefits.
Prior to joining Charter Oak, I was a financial representative at Guardian Life Insurance.
Outside of the office, I am involved with the Somerset Business Network International Group where I serve as the secretary and the treasurer. In my spare time, I enjoy gardening, playing golf or hockey and focusing on fitness and nutrition. When I'm not doing one of those things, you can find me enjoying a nice meal with my wife or spending time with friends and family.
I live in Avon, CT with my wife, Jessica.
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.
