Text: (203) 661-0610

I have enjoyed the privilege of guiding people through their financial lives for over 30 years, which has been both challenging and rewarding. This experience has equipped me with the knowledge and skill set necessary for future planning for you.  I am grateful for the relationships and achievements we have celebrated together. 

I remain confident that with my understanding of personal finance, coupled with my training, I can help people better prepare to pursue their financial objectives. 

Professionally to best service your needs, I obtained the CERTIFIED FINANCIAL PLANNER® certification in 1993, and the ChFC® designation in 200. I hold my  FINRA – Series 7, 24 & 63 registrations through LPL Financial and my Series 65 through Private Advisor Group. Additionally I hold a life, health, Long term care and variable annuity license. 

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Some other facts about me;

• I pride myself on the privilege of working with long-term clients. 
• I have a passion for problem solving and building relationship with people. 
• I am a perpetual learner, always seeking new ideas and interesting facts to share. 
• I am married with three grown children. 
• In addition to enjoying time with family and friends, as a tennis aficionado, you will find me playing or watching tennis.