FINRA Series 7 and 66 securities registrations
Life, accident, and health insurance licensed
Professional designations: Accredited Asset Management Specialist (AAMS®), Accredited Investment Fiduciary® (AIF®)
Southern Illinois University, BS; Fairfield University, MS; Financial Management, Fairfield University, MBA
What I do really well:
I develop and manage retirement plans for businesses and their employees. I work with business owners to offer the right retirement plan for their business and work with participants to help them understand their retirement goals and how to achieve them.
How I got here:
After working for an institutional asset manager, I started my advisory practice in 2002 with the investment firm A.G. Edwards, known today as Wells Fargo Advisors. In 2010, I moved my practice to join Commonwealth Financial Network, where I work with individuals and closely held businesses.
Why I get up in the morning:
I help businesses develop the best retirement plans for the owners and employees.
Who I really am:
I am married to Pamela and we live in Woodbridge, Connecticut, with our two Weimaraners, Bella and Gigi. We love to cook and spend time in hiking with “the girls.” I am a long-time Rotarian and a member of the Knights of Columbus.