Practice Snapshot
How I Help:
Estate Planning
Who I Help:
- Families
- Individuals
- Retirees
- Special Needs Families
About Me:
I focus my practice on the investment planning, retirement planning and estate planning needs of families, individuals, retirees and special needs families. I am proud to say I serve multiple generations of my clients’ families.
I have spent my entire 38-year career in the financial services industry affiliated with MassMutual. I began with Connecticut Mutual in 1982 and eventually joined Charter Oak when the two companies merged in 1996.
Outside of the office, I am involved with In Flight Inc., a non-profit organization that is dedicated to providing support services for adults with developmental and intellectual disabilities.
I have lived in Hudson Valley for my entire life, where I enjoy hiking and kayaking. I am a musician, who enjoys playing guitar, piano and arranging songs in my home studio. One of my greatest joys is hosting large family gatherings with my wife, our five children, and 11 grandchildren.
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.
