Practice Snapshot
How I Help:
Retirement Planning
Who I Help:
- Individuals
- Families
About Me:
Since establishing my practice more than 30 years ago, I have helped countless individuals and families plan and secure their retirements. I extend this passion for my work by conducting seminars across Southern Connecticut that focus on the importance of retirement planning.
A proud UCONN graduate, I have remained an active alumnus for many years. I am a past president of the University of Connecticut National Alumni Association, past member of the UCONN Club and current board member of the University of Connecticut Foundation. My wife and I live in Southbury, close by our daughter and beloved grandson.
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.
