AIF®, AAMS®, CRPC® – Financial Advisor in Connecticut
- Core values based approach to financial planning
- Individualized strategies that maximize compensation and benefit plans
- Risk management
- Investment portfolio construction
- Legacy planning
- Series 6 *
- Series 7 *
- Series 63 *
- Series 65 *
*Licenses Held at LPL Financial
The great glorious masterpiece of man is to know how to live with a purpose
– Michel De Montaigne
I have over a decade of experience in the finance industry in areas including banking, insurance and wealth management industries. As a financial advisor, my focus includes a core values based approach to financial planning, risk management, investment portfolio construction, implementing individualized strategies that assist in maximizing compensation, benefit plans and legacy planning.
I feel blessed to have the opportunity to develop meaningful relationships with my clients and assist them in maximizing their futures. Considering financial planning is a deeply personal exercise in trust and partnership, I take pride in my practices and their results. I enjoy being a guide for clients through the process of identifying their core values and tying those values to their financial goals.