Middlebury, CT, is a great place to live and call home. Strong community ties and family values accentuate the beauty of this little New England town. I am proud to have two children in the local school district, and my wife works in the district as well.

I attended college at the State University of New York at Plattsburgh and then went on to earn my MBA in finance at the University of Connecticut. I proudly served seven years in the United States Navy.

I feel extremely fortunate to have the opportunity to work with people in this community. I believe it is important to understand what each client is working toward, before developing a strategy or investing their money. I have the ability to positively affect my client's future and give them a sense of control by being actively involved in the financial decisions affecting them. By developing these personal relationships and partnering with them for the rest of their lives, I help ensure they have the strategies in place to help reach their financial goals.

Are you planning for retirement? Are you transitioning between jobs? Are you already retired and looking for a better relationship with your advisor? I will bring the experience of 18 years in corporate finance to a personal level, where I can help you be the CFO of your personal finances.

I look forward to many years of servicing my community and thank you for the opportunity to make a difference in my clients' lives.

Focus areas

  • Retirement Savings Strategies
  • New Investors
  • Charitable Giving
  • College Savings
  • Entrepreneurs & Business Owners
  • Portfolio Reviews

My Personal Interests

  • Music
  • Spending Time with Family
  • Traveling
  • Community Outreach
  • Football

Office Information

Office Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 05:00PM
Tue 09:00AM - 05:00PM
Wed 09:00AM - 05:00PM
Thu 09:00AM - 05:00PM
Fri 09:00AM - 05:00PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Branch Team

Email Me

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