I am a Financial Advisor with Charter Oak Financial, a firm with a proud history dating back to 1886. My practice focuses on retirement planning, income and protection strategies, wealth accumulation, and life insurance planning for individuals, families, and small to mid-sized business owners.

In addition to working with individuals and families, I partner closely with business owners to design and implement retirement plans, develop business succession strategies, structure buy-sell agreements, and create key employee retention strategies. I help clients protect what they’ve built, retain key talent, and establish a clear and effective path for the future of their businesses.

I graduated from Western New England University with a degree in finance, where I also competed as a member of the golf team. I began my career as a Registered Securities Principal with MassMutual before joining Charter Oak Financial.

Outside of work, I am an avid sports fan—especially of my Boston teams, including the Patriots—and I enjoy golfing, hiking, playing chess, and fantasy football. I live in Hampden, Massachusetts with my wife, Kayla, and our pets.

Practice Areas

• Retirement Planning
• Income & Protection Strategies
• Wealth Accumulation
• Life Insurance Planning
• Business Retirement Plans (401(k), SIMPLE IRA, etc.)
• Business Succession Planning
• Buy-Sell Agreement Planning
• Key Employee Retention Strategies
• Student Loan Strategies

Education

Western New England University (2013-2017)