Practice Snapshot
How I Help:
Business Succession Planning + Exit Planning Solutions
Who I Help:
- Families
- Individuals
- Executives
- Business Owners
About Me:
My financial services career began on the floor of the New York Stock exchange in 1984, but my passion for helping others was truly sparked in the living rooms and boardrooms of the families, individuals, executives, and business owners whose challenges I saw firsthand as their financial advisor.
With Charter Oak since 2011, my team and I use an educational approach to guide clients through creating and maintaining a comprehensive and coordinated financial strategy. Our process is focused on helping our clients to build and maintain wealth in retirement and potentially through generations. My knowledge helps them meet their objectives efficiently, and my years of experience have helped me build mutually trusting and comfortable relationships. Above all, I consider my true value to be showing people what is possible in their financial planning strategy.
My wife of over 35 years and I live in Connecticut and enjoy spending time with our four wonderful grown children and our grandchildren. In addition to spending time with our family and running my practice, I am very active in my community and with Hillside Food Outreach of CT/NY.
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.
