- Named to the Forbes list of Best-In-State Wealth Advisors
- Bachelor of Science in Finance, Fairfield University, 1995
- 21 years of industry experience
- Responsible for financial planning, investment management & estate planning
- CMFC® – Chartered Mutual Fund Counselor
- Member of the Raymond James Institute of Investment Management Consulting*
- Enjoys golf, volleyball, basketball and bowling
*The Investment Management Consultant designation is awarded to those who complete the Raymond James Institute of Investment Management Consulting program.