I focus my practice on the risk and wealth management, and insurance, financial and investment planning needs of individuals, families and business owners.

I have a passion for educating and motivating my clients to feel confident about their financial futures. Prior to joining Charter Oak, I spent a decade in professional investments for individuals and households.

Outside of the office, I enjoy boxing and strength training, in addition to cooking and other outdoor activities. I also earned the highest achievement rank from the Boy Scouts of America, the rank of Eagle Scout.

Practice Areas
• Risk Management
• Insurance Planning
• Financial Planning
• Investment Planning
• Wealth Management

Community Involvement

Boy Scouts of America, Eagle Scout