My interest in finances started earlier than most. As a teenager, working my first job, I had a strong interest in tracking all my expenses. It wasn't an assignment or a requirement. It just made sense to me, and that instinct has never gone away.
A graduate of the University of Connecticut, I hold my Series 7 and Series 66 securities licenses with LPL Financial and am currently working toward my CFP designation. What keeps me engaged every single day is the variety of people I get to work with and the conversations that come with it. Every client has their own story, goals, and relationship with money. Figuring out how to meet each person where they are is something I find genuinely interesting and fulfilling.
I have a passion for helping people understand their financial situation clearly, especially those who feel like they don't have the background to ask the right questions. Clarity builds confidence, and confidence changes how people make decisions. That's the work I'm here to do.
My wife Leslie and I are both from Southington, Connecticut. We made the easy decision to stay close to home and family when our boys came along. Cole, Cade, and Callan keep life full and busy in the best way. Any downtime tends to involve the three of them, good company, and, whenever we can manage it, a trip to our happy place: Cape Cod.