Advice for Your Full Financial Life

The last thing you need in your busy life is a complex web of financial relationships. Working with me and all that Wells Fargo Advisors has to offer, you’ll enjoy the convenience and clarity of coordinating much, if not most, of your financial life through a single relationship. It’s a distinct advantage of working with one of the world’s premier financial institutions with a personalized relationship addressing not just your financial needs but life goals beyond investing.

My Background

With over twenty-eight years’ experience as a Financial Advisor, I’ve dedicated myself to helping a select group of clients meet their financial needs by developing personalized investment plans and comprehensive estate planning strategies.  My extensive experience -throughout major shifts in the markets - enables me to help my client’s structure balanced portfolios to address their specific financial goals.

I hold a bachelor’s degree in economics, FINRA Series 7, 63 and 65 securities registrations, and Health and Life insurance licenses.  My mission is to help my clients successfully build, manage, enjoy and eventually transfer their wealth with an added passion for helping companies and employees achieve positive retirement planning outcomes and business succession planning.

My wife, Cathleen and I live in Ridgefield, CT with our children Michael and Erin. Away from the office, I enjoy hiking, volleyball and volunteering.

Comprehensive Investment Planning

It takes more than a single planning session to put your wealth to work in support of your life goals. It takes a process. As your life circumstances change, so must the investment strategies I use to help keep you on course toward your objectives. We’ll continue to work together through the years to keep your investment and estate planning strategies aligned with your goals and needs.

I look forward to our conversation.