Practice Snapshot
How I Help:
Asset Growth
Debt Repayment Planning
Income + Asset Protection
Income Strategies
Insurance Strategies
Retirement Income Planning
Retirement Planning
Who I Help:
Young Professionals
Business Owners
Pre-Retirees & Retirees
About Me:
I was born and raised in North Haven, Connecticut, and developed a deep-rooted passion for the financial planning industry from an early age while working alongside my father. I earned degrees in Economics and Business from the University of Connecticut, which provided the foundation for my career in finance.
Before transitioning into financial planning, I spent five and a half years in healthcare corporate finance with organizations including Aetna, CVS, and Signify Health. That experience gave me a strong analytical background and a broad understanding of financial strategy, which I now apply to helping clients pursue their long-term financial goals.
My professional journey has been driven by a commitment to excellence, personalized service, and helping individuals and families build confidence in their financial future. By combining my corporate finance experience with a client-focused approach, I strive to provide comprehensive and thoughtful financial planning solutions.
My wife, Marina, and I live in North Haven, Connecticut, with our daughter and our two dogs.
CRN202707-6821811
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.
