LPL Financial Advisor in Connecticut
- Retirement Planning
- Portfolio Construction
- Goal Planning
- Strategic Allocation
- Navigating Retirement
Series 7, 63 and 66 held at LPL Financial
- Life and Health Insurance in Connecticut
- Eastern Connecticut State University – Bachelor of Arts in Economics and minor in Health and Mathematics
- Lynchburg College – Undergraduate work
- Worchester Academy – Post Graduate 1994
Gateway Financial Partners
500 Winding Brook Drive
Glastonbury, CT 06033
“Do your best and forget the rest.” – Tony Horton
I was born and raised on the Connecticut shoreline and got involved with helping my family with lobster pots, being an active athlete in football and part of track & field which I ended up coaching. I also took interest in surfing, scuba diving and competing in body building from my love for fitness. In my current free time, I enjoy soccer, golf, kayaking, weightlifting and hiking with my family and dog. I have been happily married to my wife Dechy for almost 10 years and have two lovely children, Kevin and Liliana.
My career in the financial industry began in high school when I worked for a team in New London, CT. The team specialized in Pfizer employees and how to manage their retirement resources. I would work in the office weekly and took interest in talking with the advisors and helping with seminars.
I graduated from Eastern Connecticut State University in 1999 with a major in Economics in 1999 and have been a financial advisor for over 20 years. I began as a financial advisor at PaineWebber, later transitioning to Janney Montgomery Scott then Waddell and Reed in 2010. I have now been an LPL Financial Advisor since 2019, partnering with Gateway Financial Partners.
My focus is on my clients and their needs with the use of a comprehensive financial planning process which benefits both individuals and businesses. Most realistic goals are attainable and with my experience I can be your guide on your journey towards achieving these goals. My true passion comes from watching my clients dreams come true!