Focus: Insurance Strategies, Investment Strategies, Retirement Income Planning, Retirement Strategies, College Funding Strategies, Group Benefits
I deliver advice, knowledge, solutions, and service to enable you to live a financially confident life. I guide you through a process that prioritizes your goals for your lifestyle, your family, your personal future, and your legacy. I partner with you to anticipate and solve financial problems to make your life easier and more secure. I help you optimize your financial situation by capitalizing on opportunities, dealing with uncertainties, managing risk and anticipating challenges. My areas of focus include retirement planning, insurance protection, investment management, education funding, and estate conservation strategies.
In addition, I give you the knowledge and information you need to make informed financial
decisions with confidence and serve as your advocate, working with your other trusted advisors to bring the pieces of your financial life together.
Central Connecticut State University, Bachelor of Arts degree in Political Science
Completed studies in Financial Planning from Merrimack College
Enjoy coaching youth sports and being active in my local church
Check the background of this investment professional on FINRA’s BrokerCheck
6 Corporate Drive #550
Shelton, CT 06484