I’ve always found face-to-face meetings more informative and preferable. I think it’s important to understands what shapes a person or families goals for the future. The challenges, celebrations, weddings, new homes, retirements, and other life events they encounter are similar to those I have experienced growing up in a large family. Regardless of their financial status, I have consistently adhered to the adage “Treat others as you would like to be treated.”

As a financial professional with over 25 years of experience I have committed to a collaborative approach that places my clients’ concerns and needs at the forefront. I was a Portfolio Manager, Qualified Retirement Plan Consultant, Retirement Planning Specialist, and Financials Advisor at Morgan Stanley for several years. My goal has always been to build a partnership, working closely alongside my clients to create a seamless, two-way street of communication. I focus on ways to invest and manage their wealth while helping to protect their financial future. This entails conducting a comprehensive assessment of their financial situation, selecting market opportunities, and thoroughly comprehending their liquidity requirements to maintain the strength and flexibility of their accounts.

I value my relationships and know life is precious and fleeting. I cherish being part of my clients’ lives and earning their trust. My wife, Kristen, gave me the greatest gift: three wonderful kids, Melanie, Lou, and Frankie. I aim to instill respect for others in them, as my parents did in me. Communication and listening are crucial for enduring relationships.

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