Practice Snapshot
How I Help:
Business Planning
Who I Help:
- Individuals
- Families
- Business Owners
- Law Enforcement
- Educators
- Medical, Dental and Business Professionals
About Me:
Whether I'm working with my clients in law enforcement, medical and dental professionals, business owners, or individuals and families, I believe in the power of a plan. I specialize in wealth-building strategies, retirement planning, generational wealth planning, and business planning needs, all centered around the client’s unique needs and long-term goals.
Prior to joining Charter Oak, I worked as a public safety officer for six years. Before that, I earned a bachelor’s degree in business administration at the University of Hartford. In addition, I currently hold a Series 7 and Series 66 license from the Financial Industry Regulatory Authority (FINRA).
I happily volunteer my time with Windsor Little League and BNI. I also work closely with the West Hartford & Glastonbury Chamber of Commerce.
My wife, Shelby, and I reside in Windsor, CT with our German shepherd, Kramer and the exciting newest addition to my family, my twin boys. Outside of the office, I enjoy hiking, bike riding, kayaking, baseball, golfing, and traveling with my family.
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.
