Our team believes it’s important to invest our time in understanding what your goals are before you invest your money.
I was born and raised in Old Saybrook, CT and hold a bachelor's degree from Fairfield University in finance and economics. I received my CFP® mark in 2022 and will continue to further my education. I am the son of two lifelong teachers and I believe that teaching is a big part of what I do. I take pride in educating my clients on their unique situation and enjoy serving the community that I grew up in.
Boiled down, I help successful people make smart decisions with their serious money.