Wealth Management Advisor
I have had a diverse career, spanning over 25 years in the finance and insurance industry. As a result, I bring a unique set of skills that I draw upon, throughout the financial planning process. Using a collaborative approach, we will create a holistic financial plan, specific to your personal situation to help guide you to and through retirement.
On May 30th, 2021, I married my best friend, Sarah. Together we have two children and two dogs. My son Devon is a Senior at the University of Hartford. Devon is majoring in Photography with minors in both Business and Art History. My daughter Ashleigh is a Sophomore at the University of New Haven. Ashleigh is majoring in Criminal Justice with a minor in Arabic and will be graduating with a Masters in National Security. Our dogs, Mia and Ella are Lagotto Romagnolo (Italian Water Dog), and sisters 3 years apart. The breed is known for hunting truffles. We are just glad they let us live with them.
What is your favorite outside-of-work activity?
If it is close to an ocean, you can count me in! Most weekends, you can find me in Mystic, Newport or on Cape Cod, walking the beaches, exploring small towns, or visiting local restaurants.
What is something you think everyone should do at least once in their lives?
I think everyone should experience what it is like to live in a city. Each city has a personality of its’ own and each city moves at its’ own pace. I grew up in CT and lived in Boston for four years and recently lived in Hartford for seven years. I spent a year commuting back and forth from Hartford to Chicago and countless days/nights in NYC. I have enjoyed traveling to Milan, Venice, Rome, Paris, and Dublin and look forward to visiting many more.
What would people be surprised to learn about you?
I love to draw, design, and build things. I get that from Mother and Father. Unlike my mother, you will not find any of my drawings, hanging on the wall. However, like my Father I am not afraid to get my hands dirty. My entire yard is my canvas. I have done all the landscape and hardscape design. Sarah and I, along with help from Mia, did all the plantings, construction of walkways, patio, fence, pergola, and borders around the flowerbeds.