Practice Snapshot
How I Help:
Estate Planning
Retirement Planning
Who I Help:
Families
Individuals
Business Owners
About Me:
Growing up, I never imagined that purchasing my own life insurance policy would introduce me to a career dedicated to helping others achieve financial security. At the time, I had just completed my training as a civil engineer, but after learning more about the opportunities within financial services, I decided to pursue a new path. More than three decades later, I’ve had the privilege of helping thousands of clients navigate their risk management, investment, and financial planning needs.
While I enjoy all aspects of financial services, I am especially passionate about estate planning. I work closely with clients and their legal advisors to ensure the right documents and strategies are in place so their gifts, businesses, and other assets can be passed on to beneficiaries in the most tax-efficient manner possible.
Outside of my professional life, I am deeply involved in my faith community. I am a communicant of St. Anthony’s Church, where I serve as a Eucharistic Minister, Lector, member of the finance committee, and volunteer for church fundraisers throughout the year.
True to my Italian roots, I love “all things Italian,” especially making homemade wine — a family tradition I proudly continue to this day.
CRN202904-11116370
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.
