A PASSION FOR HELPING OTHERS
Born in the city of Norwalk, Connecticut, I was raised by parents who instilled in me the importance of honesty, hard work, and respect for others. I have made these values cornerstones of my personal and professional lives. As an elected public official in my community, a Rotarian, and as your financial consultant, I strive to make a positive difference in the lives of others.
I entered the financial services industry while in my junior year at college, and now many years later, my passion for helping others achieve their financial goals is stronger than ever.
I build long-term relationships with my clients. The mutual trust and goodwill I foster translates into quality service and dependable consulting you can rely on for years to come.
Let me help you gain financial confidence, and design strategies to help you pursue financial freedom that can last throughout your retirement years.
THROUGHOUT THE YEARS
I divide my time each month between my Florida office and home and my Connecticut office. Claudia, my wife of 48 years runs a horse training facility in Vero Beach, FL and our two children both live several towns south of the horse farm.
I have been a Christmas holidays fanatic since I was a kid. I began collecting anything Santa Claus over 45 years ago and my collection can be seen in my home and 2 offices year round.
During the more than 36 years I called Colchester, Connecticut my home, I was active in youth soccer and baseball and served as Chairman of the Sewer and Water Commission and the Utilities Commission from 1991 to 2009 when I was elected to the Board of Finance, on which I served as chairman from 2011 to 2021.
I have been in the Financial Services Industry for over 48 years since joining John Hancock as a life insurance agent during college at Pratt Institute where I received a bachelor degree in Communication Arts. I have served as President of the following organizations: Meriden Rotary Club, Connecticut Valley Chapter of the Financial Planning Association, Connecticut Association of Insurance & Financial Professionals, Connecticut General Agents and Managers Association, Central Connecticut Business and Estate Planning Council, New Haven Association of Insurance & Financial Professionals and of the Hartford Chapter of the American Society of Financial Service Professionals and I have served as Secretary of the Meriden Rotary Club since 1985.
I am an Investment Adviser Representative with Cetera Advisor Networks LLC. I have served on many Connecticut Insurance Department committees and task forces, including the License Examination Review Committee and Continuing Education Committee.