With my experience, training and knowledge of financial products and services, my clients receive the top-quality, cost-effective financial guidance they deserve, designed to help them realize their financial goals.
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!