I have worked closely with High Net Worth Individuals for Seventeen years . I use my extensive personal and professional experience in all areas of investment planning to help my clients understand, define and pursue their unique goals.
I am a Co-Author of the book "Successonomics" featuring Steven Forbes .
As Certified Retirement Counselor ® I adhere to a Code of Ethics and maintain certification status through continuing education.(information listed below)
I have all the necessary security registrations (listed below) to provide my clients with a variety of financial products and services.
State of Connecticut Insurance License #001106220
Certified Retirement Counselor ®