My Story & Services

With over 20 years of diversified business management, business consulting and financial management experience, I am grateful to take part in one of the most central elements of your life—your financial well-being. With my experience as an analyst and portfolio manager, I personally handle both your investment management and financial planning. My background allows me to invest directly on behalf of my clients’ personal needs and ambitions, rather than relying on generic models or outsourcing the responsibility to others. This ensures everything is done both efficiently and effectively.My full range of services includes: 



I look forward to working with you and your family to determine how these strategies, all provided under a unified fee structure, can help you achieve your financial goals.
  • • Personalized Financial Planning
  • • Investment Planning & Strategy
  • • Portfolio Management
  • • Ongoing Communication & Review
  • • Wealth Transfer & Estate Planning strategies
Securities Agent: AZ, CA, CO, CT, FL, MA, MD, NC, NH, NJ, NM, NY, OR, PA, RI, SC, TX, VA; Investment Advisor Representative; General Securities Representative
Check the background of Our Firm and Investment Professional on FINRA's BrokerCheck.*

About My Services

About My Services

Personalized Financial Planning
I use a commonsense, goals-based planning approach to identify your financial and life goals, from retirement planning in the accumulation phase of your life, to income planning in the distribution phase. Along with your legacy and estate planning strategies, these components comprise your personalized plan, creating a roadmap aimed at the financial well-being of you and your family. 

Investment Planning & Strategy
I can help you review your Investment Policy Statement that considers your financial goals in light of your risk tolerance and other significant investment constraints. This better enables me to provide more tailored advice, a highly formulated diversification strategy, and careful tax planning.  

Portfolio Management
As your investment strategy progresses, I utilize my discretionary portfolio management process and disciplined risk procedures to implement and continuously monitor your carefully crafted asset allocation. 

Ongoing Communication & Review
I commit to regular communication with you based on a customized frequency, providing evaluation and performance reporting to ensure your progress is aligned with your goals. This also provides an opportunity for us to review any life changes that may impact your goals, lifestyle, or future needs.

Wealth Transfer & Estate Planning strategies
I work closely with you to understand the connections between your life and legacy goals. This includes designating appropriate beneficiaries, transferring assets to heirs through properly titled investment accounts, determining annual gifting limits, and collaborating with your estate planning attorney and CPA to develop suitable strategies for your wills and trusts.

    My Philosophy

    My Philosophy

    My commitment to learning, even as a seasoned professional, allows me to remain knowledgeable and offer a uniquely informed perspective. I verify the latest research through multiple sources and leading platforms, collecting as much information as possible to clearly communicate and implement the best options for my clients.

    Creating a roadmap:




    You have well-defined retirement goals within a viable financial plan that encompasses your views, goals, and legacy.

    You are following your personalized financial plan, which accounts for your lifestyle needs and your emotions around money, helping empower you to address both normal and unforeseen circumstances without panic or loss of control.

    You have gained confidence in my capabilities and are receiving as much or as little information as necessary to feel well-informed, giving you greater control with regard to your financial future.



    Being intimately involved with both your financial planning and investment strategy affords me a more holistic view, improving my ability to help ensure these components are aligned and your goals are met. 

    The core values that permeate my philosophy are mutual trust, a conservative attitude toward risk, objective advice, and the need for a thorough understanding of every clients’ personal situation.

      Working With You

      Our work together has a clear purpose from the start. I engage you in a collaborative discovery process to gain a deep understanding of your situation on a personal, financial and emotional level. In addition to the basics regarding lifestyle and cost of living, this process considers our mutual expectations of one another and any potential emotional biases concerning your money. 

      Moving forward, our relationship is based on the shared understanding and experience of self-made success through hard work and dedication. Whether in or near retirement, thanks to the extensive financial planning and investment work we accomplish together, you can benefit from the luxury of knowing you’re protecting your legacy, and can enjoy the rest of your life with greater financial clarity.

        Education

        Education

        My experience and education allow me to draw from many diverse areas to determine the best alternatives for my clients.

        As a dedicated student of the financial markets, I have devoted my professional life to advancing the art and science of portfolio management in the context of wealth planning for individuals. I take great pride in being able to provide my clients with a fully integrated approach, incorporating both personal financial planning and prudent portfolio management.




        Chartered Financial Analyst (CFA), 2012

        Certified Financial Planner (CFP), 2004

        B.B.A. in Finance, The Ancell School of Business, Western Connecticut State University, 1989



        In line with my own educational journey, I maintain that the best way for my clients to achieve success is to take every opportunity to understand the basics of building, maintaining and transferring wealth. I strive to take every opportunity to deepen my clients’ understanding with valuable information designed to make them feel more confident with their personal financial situation, investments and financial plan.

        Additionally, I will be holding regularly scheduled workshops and small enrichment seminars about Planning for Your Future.  The focus is on Retirement Planning and Investing, and the seminars are held on the third Thursday of each month.  Please contact us for details, or to coordinate a complimentary phone consultation.

          Location

          90 Grove St
          Ridgefield, CT 06877
          US
          Direct:
          (203) 894-3030(203) 894-3030
          Toll Free:
          (888) 893-2521(888) 893-2521
          Fax:
          (203) 894-3050(203) 894-3050

          Investment and Market Perspectives

          On the Markets

          Retirement

          Working with you to understand your life goals and develop a personalized wealth strategy. Today and for the years to come.
          • 401(k) Rollovers
          • IRA Plans
          • Retirement Income Strategies
          • Retirement Plan Participants
          • Annuities
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          Investing

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          • Asset Management
          • Wealth Planning
          • Traditional Investments
          • Alternative Investments
          • Impact Investing
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          Family

          Creating customized financial strategies for the challenges that today's families face.
          • Estate Planning Strategies
          • 529 Plans / Education Savings Planning
          • Long Term Care Insurance
          • Special Needs Planning
          • Trust Services
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          Business Planning

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          • Succession Planning
          • Business Planning
          • Retirement Plan Sponsors
          • Qualified Retirement Plans
          • Corporate Pension Funds
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          Certified Financial Planner™ Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP® Board's initial and ongoing certification requirements.

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