Practice Snapshot
How I Help:
Estate Planning
Who I Help:
Details Coming Soon
About Me:
It was while purchasing a life insurance policy for myself that I was introduced to the possibility of helping others through a career in financial services. At the time, I had just completed my education in civil engineering, I decided to change course and explore this new path. Four decades later, I have helped thousands of clients with their holistic financial planning needs, including but not limited to estate planning, investment management, protection and retirement planning.
While I am enthusiastic about all areas of my work, my passion rests in helping clients plan their estates. I work alongside my clients and their legal advisors to make sure proper documents are in place and that a client’s gifts, business, or other assets are left to beneficiaries in a tax-efficient manner. I believe that experience yields perspective; indeed, my many years in practice and specialized expertise earned through my numerous professional designations—CFP® (Certified Financial Planner™), ChFC® (Chartered Financial Consultant), AEP® (Accredited Estate Planner®), CLTC® (Certification for Long Term Care), and CFBS (Certified Family Business Specialist)—allow me to offer my clients a deeper level of insight and service.
Outside of work, I am actively involved in my faith community. I am a communicant of St. Anthony’s Church, where I serve as a eucharistic minister and lector. True to my heritage, I admit I love “all things Italian!”
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.
