The right financial guidance can do more than help you achieve the goals you have today. It can open up a world of possibilities and guide you toward your most fulfilling future.
Cell: (860) 919-0216
Welcome to my Website!
As a Financial Consultant with The Retirement Benefits Group of Equitable Advisors, I focus on helping individuals, businesses, public schools, municipalities and nonprofit organizations manage their financial assets and make informed financial decisions. My partners and I have held numerous informational workshops educating staff on topics ranging from CT Pension and Social Security Benefits, CT Pension Income Distribution Options and Student Loan Forgiveness Programs.
I assist clients by developing customized investments, financial planning and risk management strategies as well as wealth preservation and wealth distribution plans. I implement financial strategies, tailor made for each client’s individual need through the utilization of mutual funds, life insurance, annuities and investment advisory and brokerage platforms when helping clients work toward their financial goals.
I hold my FINRA Series 7, 66 and CT Life and Health Licenses and received my B.A. from Charter Oak State College. I also previously owned and operated an independent wireless retailer prior to my transition into finance. I reside in Branford, CT with my wife Sarah, son Lucas and dog Lulu.
I hope you take full advantage of all the resources available to you on my website. Please do not hesitate to reach out to me with any questions or to coordinate a time to meet. I would be happy to discuss your current Equitable plan details, your financial goals and objectives and help you work towards achieving your financial independence!
Whether you run a business, have a family, or just need wealth management guidance for yourself, we can provide financial strategies that can adapt to your changing needs and the evolving life you live.
We understand that financial guidance is about more than just money. It’s about appreciating who you are and what you want in life. Then working with you to design a comprehensive, personalized financial strategy that fits your goals today and your vision of tomorrow. It’s about helping you build a fulfilling future, your way.
We understand how difficult it can be to plan for the future. That’s why you and your family will never feel like you are walking this path alone. Instead, we want to work with you, in a true collaboration, so your vision is combined with our experience in helping people systematically reach their goals.
We are a full-service wealth management firm committed to helping people pursue their financial goals. We offer a wide range of financial products and services to individuals and business owners and are dedicated to helping you identify your goals and make sound decisions to help you successfully reach them.
1Fee-based, and non-fee based financial planning is offered by financial professionals who are investment advisor representatives of Equitable Advisors, LLC, a SEC-registered investment advisor.