Practice Snapshot
How I Help:
Asset Protection
Who I Help:
Details Coming Soon
About Me:
The will to excel has been my driving force for as long as I can remember. As a football player in my youth, I learned well the lessons of discipline and determination; of teamwork and collaboration; of setting goals and achieving them; and of contributing to a larger community. In my work with my clients planning for the events that will occur in their lives, I use my knowledge and experience, and the skills that I honed as an athlete to guide them toward financial security – helping to build, protect, and preserve their wealth.
My career as a financial professional was inspired largely by my father, Bill Kauffman, who was a life insurance agent for 52 years. Throughout my childhood, I saw first-hand how my father made a successful career out of helping people protect their families and businesses with insurance. While I knew I wanted a career in sales, the values I learned from my father, along with courses I took in college taught me the power and versatility of life insurance, convinced me that this was the right career. Now, after 30 years in the financial services industry, I have become well-known in the community as a trusted financial professional and a family friend to my clients.
In keeping with my commitment to volunteerism and community involvement, I have been a member of the Walter Camp Football Foundation since 1995 and was the Foundation’s president from 2015-2017. In 2019, I became co-owner of a restaurant in Branford, CT called The Stand Branford. I also volunteered for the Connecticut chapter of the Make-A-Wish Foundation as a Wish Granter, meeting eligible children and granting wishes.
A Connecticut native, I currently reside in North Haven, CT. I am the proud father of two children and love to travel in my free time.
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.
