Certified Financial Fiduciary®

Five Star Wealth Manager – Connecticut & Westchester Magazine – Multiple Years Since 2010

“Put first things first and we get second things thrown in: put second things first & we lose both first and second things” – C.S. Lewis

This quote from C.S. Lewis properly captures my core belief about Wealth Management.  There can be many moving parts and most of them rely on each other to create a successful outcome.  This is the reason why I am passionate about taking a holistic approach and have done so for over 21 years.  Much like the first step in building a home, ship or skyscraper is creating a blueprint,  the same must be applied to creating a successful personal financial journey.

I’ve been asked if I could describe in one word what I truly am to a client; there could many answers, but the one I believe above all is:  Advocate.

My belief of the importance and impact that financial health has from a psychological standpoint leads me to take a deeply personalized approach. I believe that it is crucial for people to have an advocate on their life management team that truly cares about their health; financially, physically, and mentally.

*Rankings and/or recognition by unaffiliated rating services and/or publications should not be construed by a client or prospective client as a guarantee that s/he will experience a certain level of results if a Financial Advisor is engaged, or continues to be engaged, to provide investment advisory services, nor should it be construed as a current or past endorsement of a Financial Advisor by any of his/her clients. Rankings published by magazines, and others, generally base their selections exclusively on information prepared and/or submitted by the recognized adviser.