Practice Snapshot
How I Help:
Insurance Strategies
Who I Help:
- Individuals
- Business Owners
- Corporate Executives
About Me:
I work primarily with individuals, business owners and corporate executives, guiding them through their insurance, wealth management and retirement planning options. My past experience as a corporate chief financial officer gives me unique insight into my clients’ needs.
A passionate fan (and player) of both golf and soccer, I have parlayed my love of sports into community service. In 2004, I co-founded Sports Angels, Inc., a nonprofit that produces fundraising events to benefit other nonprofits with a connection to sports. I currently serve as the organization’s president and chairman. I live in Southport, Connecticut.
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.
