I've been fortunate to build a successful career in my hometown of Clinton, CT, working with families and other business leaders since 2004. Many people have come to appreciate working with a local, personal financial advisor, along with the level of service that we offer.

My clients and I enjoy the collaboration it takes to understand their priorities and build meaningful plans, strong investment portfolios and strategies that make sense. It also doesn't hurt to enjoy a little humor in our meetings, and my clients tell me that an affable financial advisor is the best kind.

One of my favorite things to do is to be able to call my clients who are serious, long-term investors on the anniversary of joining the Edward Jones family. Congratulating clients on their success is a motivating factor for me.

My wife, Ann Pellegrini, and I have built our home in Killingworth. I've been known to take a tour of a golf course on occasion, usually working on my slice, and I appreciate sharing a nice glass of wine with friends from a small cellar I've created. I have an affinity for learning languages and enjoy the chance to utilize them when traveling here and abroad.

Please give us a call at (860) 669-4344 to start a conversation.