I joined Edward Jones as a financial advisor in 1998. Previous to this, I had 11 years of experience in community and business banking. I am an alumnus of Villanova University. I studied at the College for Financial Planning and attained the CFP® professional certification.

I enjoy giving back to the community. I am past president of both the Windsor Chamber of Commerce and First Town Downtown. I have served on several boards and committees including the Windsor Historical Society Finance Board, the Windsor Art Center and Nutmeg Senior Rides.

My wife and I are currently hosting a family of Ukrainian refugees.

I was brought up in a middle-class family with six children. I learned to work hard for what I wanted. I bought my own bikes after age 12 and my own clothes after age 15. My father died when I was 18. I watched my mother put the remaining five of us through four-year colleges. I enjoy working with clients to help protect them from financial tragedies, get their children through college and secure a retirement that fits their vision.

My main hobby is open water swimming. In 1985, I became the first Connecticut resident to swim the English Channel. Since then, I have swum around Manhattan and across the Catalina Channel, Boston Harbor, Chesapeake Bay and Long Island Sound.

I am married to my wife, Liza, and have two adult children and a new grandson.

Focus areas

  • Retirement Income Strategies
  • Retirement Savings Strategies
  • College Savings
  • Insurance & Annuities
  • Estate & Legacy Strategies
  • Wealth Strategies

My Personal Interests

  • Hiking
  • Scuba Diving
  • Swimming
  • Art & Theater
  • Reading

Office Information

Branch Team

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