I work with clients in a number of categories, including: wealth management, investments, retirement planning, education funding, estate planning, and insurance and risk management. I invest a great deal of time into learning about each client’s needs and goals, and work to develop a customized financial plan around where clients are currently, and where they hope to be. I believe in a high-touch relationship with my clients, and counsel them on how to stay on target with the financial objectives we have worked together to determine.
I helped to launch the Chelsea Groton Financial Services department about 20 years ago. I’ve been proudly named a Connecticut Five Star Wealth Manager by Five Star Professional several times in recent years. I enjoy cycling, hiking and walks with my wife, Patricia and three dogs, Oliver, Cooper and Ashley during my non-work hours.
Investment And insurance products And services are offered through INFINEX INVESTMENTS, INC. Member FINRA / SIPC. Chelsea Groton Financial Services Is a trade name Of the Bank. Infinex And the Bank are Not affiliated. Products And services made available through Infinex are Not insured by the FDIC Or any other agency Of the United States And are Not deposits Or obligations Of nor guaranteed Or insured by any bank Or bank affiliate. These products are subject To investment risk, including the possible loss Of value.
Check the background of this Infinex Investments, Inc. investment professional at brokercheck.finra.org/.