Glastonbury, CT 06033
My entry into financial planning is a rather unique story. I began my career in public accounting as a tax professional in 1979. I furthered my knowledge of taxation by obtaining a Master of Science in Taxation (MST) from the University of Hartford in 1985. After opening my CPA firm in the 1989, my clients began to asking where they should invest their money and where they could open an IRA. I listened to my clients’ needs and became a financial planner to help them. Upon entering into the field of financial services, I realized that there was a strong synergy between tax planning and financial planning. Over these many years, I have had the pleasure of helping many people plan their future and seeing many of these plans come to fruition.
Who I Help & Key Financial Services
Today, I focus on helping individuals at all stages of their financial lives.
- Individuals & Families – Offering investment management, tax advantaged college saving strategies, life insurance, long-term care strategies, tax advantaged charitable gifting strategies, and estate planning.
- Pre-Retirees & Retirees – Transitioning into retirement with confidence through IRA planning, and tax-efficient withdrawal planning.
Licenses & Degrees & Memberships
- FINRA Series 6, 7, 24, 26, 63, 65 (through Raymond James)
- Life and Health Insurance Licensed in CT, DC, FL, HI, NH, NC
- Certified Public Accountant (Connecticut)
- Bryant University, Bachelor of Science in Business Administration, Major in Accounting, magna cum laude, 1979
- University of Hartford, Master of Science in Taxation, 1985
- Member of the American Institute of CPAs and recognized as a Personal Financial Specialist
- Member of the Connecticut Society of CPAs
Outside of the Office
I enjoy spending time with my two grandchildren, my wife, Nicki, and our rescue cat, Muffin. Nicki and I are looking forward to more traveling. I also enjoy playing pickleball and DIY projects.
Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional.