I am a Financial Advisor focused on helping individuals, families, and business owners define their goals, refine their financial strategies, and build a path toward long-term financial security.
After earning my Finance degree from the UConn School of Business, I joined New England Financial Group, where I hold my Series 7 and 66 licenses and am currently pursuing my CFP® designation.
My approach centers on creating personalized financial plans that reflect each client's unique goals, values, and circumstances, across retirement planning, wealth management, insurance strategies, business planning, and estate considerations (in coordination with qualified legal and tax professionals) adapting as life changes.
As part of the team at New England Financial Group, I collaborate with experienced specialists to deliver comprehensive solutions and thoughtful guidance designed to help clients make informed financial decisions.
Outside of work, I live in Willimantic, Connecticut, with my girlfriend Jade and our cats, Percy and Shanks. When I'm not meeting with clients, you can usually find me fishing, playing basketball, surfing, or spending time with family and friends.
If you're looking for an advisor who takes the time to understand your goals, not just your portfolio, I'd love to connect.