As your Edward Jones branch team, Katelyn and I believe it’s important to invest our time in understanding what your goals are before you invest your money.

Working in partnership with you and other key members of your team – like your CPA and attorney – I can help determine the most appropriate financial strategy for you and your family to reach your goals successfully.

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.

My team and I strive to build lasting relationships through personal contact. We are not just a brokerage firm; we care about the wellbeing of our clients, and I am here to build relationships for generations to come. These personal relationships and the due diligence Katelyn and I take in working with you is the best parts of what we do, and we love what we do.

Focus areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Wealth Strategies
  • Estate & Legacy Strategies
  • Business Retirement Plans
  • Insurance & Annuities

My Personal Interests

  • Golfing
  • Soccer
  • Traveling
  • Community Outreach
  • Home Improvement

Office Information

Office Hours

Office Hours
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 06:30PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 04:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

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