People have so much to focus on each and every day - whether it's work, school, taking care of the yard, picking up the kids on time, or finding time to take the dog out. Life happens and it happens fast. As a father and husband, I know this first hand. I am just like you and want the same things as everyone else. I know we all want financial freedom, to live comfortably without worry of money and to focus our time and efforts on the things we value most. But too often, life gets in the way of thinking about how to appropriately do that. This is why I work hard in my community, so people know who I am, know that I care, know they can have honest discussions with me about what is absolutely most important to them in their lives, and know that I am going to approach their goals with the same level of interest as they do.

As a Xavier graduate, resident of Middletown and parent to three young children within the Middletown School District, I have a vested interested in seeing the city and the community thrive. I pride myself on being a trusted resource to the families within my community to help them feel secure about all of their financial needs and make sure they are in the best position possible to achieve financial stability.

Knowing my clients' goals allows me to put together personal strategies tailored to their lifestyles and allows me to be a real partner to them and not just another financial advisor.

It doesn't matter if you're retired or just starting out, people have questions and want good, honest, unbiased council and that is why I get up to go to work everyday. I want to be the trusted resource in Middlesex County.

Focus areas

  • Business Retirement Plans
  • Divorce Finances
  • Employee Stock Options
  • Entrepreneurs & Business Owners
  • Portfolio Reviews
  • Retirement Savings Strategies

My Personal Interests

  • Spending Time with Family
  • Basketball
  • Fine Dining
  • Golfing
  • Personal Fitness

Office Information

Office Address

138 College St Suite 97 Middletown, CT 06457

Office Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 05:00PM
Fri 08:30AM - 05:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Branch Team

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