CFP® – LPL Financial Advisor in Connecticut
- Small Business Retirement Planning
- Wealth Management
- Employees with Stock Options/RSUs
- Certified Financial Planner (CFP)
- Series 66*
- Series 7*
*Licenses Held at LPL Financial
- Bryant University – 2007 – BS
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I believe that everyone deserves to live the life they want. My purpose is to help others grow and be the best version of themselves. I do this by setting a good example, educating and managing their wellness with a focus on three key areas: health, wealth and fulfillment.
I was born and raised in Berlin, CT and went on to attend Bryant University where I was the mascot on a few occasions. In 2009, amid a significant market correction, I started my career as a financial advisor and moved to Boston and stayed for 10 plus years. In 2020, one month before the pandemic, my family and I moved back to Connecticut and currently reside in Glastonbury. Other than having excellent timing, I enjoy spending time with my family, playing guitar, soccer, basketball and cooking.
I strive to continue to grow and achieve on both a personal and professional level. Some of my proudest achievements is being a *2021 Five Star Wealth Professional, obtaining my CFP® designation and fundraising for local non-profits. I look forward to helping you achieve health, wealth and fulfillment.
*Award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2021 Five Star Wealth Managers.