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.