• 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.