As the US economy began to contract in 1988 and head into a recession, I began my career serving my clients. Over the last 23 years, I have guided my clients through four stock market downturns, five stock market expansions, and three recessions. Working with over 100 successful business owners and their families, I help them to grow and protect their wealth. My career path has led me to seek knowledge to improve my service to my clients and to help them achieve their goals through comprehensive financial plans.

• The 2006 Award for Excellence in Client Service (Awarded by UBS Financial Services, Inc. to the top rated Financial Advisor in Connecticut)
• CERTIFIED FINANCIAL PLANNER™ (CFP®), Certified Board of Standards Inc.

• CERTIFIED FINANCIAL PLANNER™ (CFP®), Practioner, Quinnipiac University
• B.S. Finance and Economics, Clarkson University, 1988
• Connecticut Partnership for Long-Term Care Certification, State of Connecticut Department of Insurance

• Series 7, General Securities Representative
• Series 63, Uniform Securities State Agent
• Series 65, Investment Advisor Representative
• Life, Variable Life, Long-Term Care Insurance and Fixed Annuities and Variable Annuities Licensed: CT, NY

• New Haven Rowing Club, Finance Committee Member, Competitive Masters rower at the local and national level
• Joseph Foran High School. Volunteer Assistant Girls Lacrosse Coach
• Financial Planning Association of Greater New Haven
• Avid Fly Fisherman
• Enjoy outdoor activities and physical fitness

AZ, CA, CT, DC, FL, MA, MI, NC, NJ, NV, NY, PA, RI, SC, TN, VA, VT, WI