As a proud Windsor resident, I am honored to partner with families and small businesses in my community to make a positive and lasting impact on their lives.
These relationships go well beyond investing. Deep personal relationships are the foundation of our partnership. I am fascinated by people's unique life stories. Through understanding my clients’ hopes, dreams and concerns, I develop comprehensive strategies to help them grow their wealth, protect their wealth and ultimately transfer their wealth to their children.
I can most directly help clients who are looking to prepare for retirement. For many families, this means having a plan that balances retirement with other goals, such as paying for their children’s education—as I am currently doing for my family.
With an appreciation for families’ demanding schedules, I accommodate flexible appointment times, including after work hours and Saturday mornings. You will not reach an impersonal 800-number here. Your calls will be answered by me or my branch office administrator, Carol. Our goal is for clients to be so delighted with our service that they will confidently refer their friends and family.
On a personal note, my wife, Sarah, and I have lived in Windsor for 24 years along with our two daughters. When I'm not working, you may find me and Sarah dining at a local restaurant, riding our bikes around town or hiking at Northwest Park. I am also a member of the Windsor Chamber of Commerce and Kiwanis Club.
I would welcome a no-obligation meeting to explore what's most important to you. I am conveniently located in the Price Chopper Plaza on Poquonock Ave. in Windsor. Our office number is (860) 219-9564.
- Retirement Savings Strategies
- Retirement Income Strategies
- Business Retirement Plans
- College Savings
- Estate & Legacy Strategies
- Portfolio Reviews
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