I have spent over 30 years building customized wealth management portfolios for my clients. I work holistically to develop a personalized financial and estate plans, utilizing my strategic "GARP" philosophy in building personalized investment portfolios tailored to my client's specific goals and risk profiles. I am a passionate advocate for my clients; I work closely with local CPA and Attorneys to develop the client's customized wealth management plan. As a long-time resident of our community I work closely with a number of philanthropic organizations in various capacities and boards.

Series 7, 66, 9/10 registered.

• B.A. English - Plymouth State University

• Treasurer, Trustee Board of Directors: The Marvelwood School
• Professional Advisors Council: Fairfield County Community Foundations
• Advisory Board Member: Sekolo Projects: Non-Profit (Namibia HIV prevention organization)
• Musician: Tenor Soloist (Christ Church Greenwich, OffSounders of Greenwich)
• President: Community Concerts of Greenwich Inc.

AK, AZ, CA, CO, CT, DC, FL, GA, IL, IN, KS, KY, MA, MD, ME, MT, NC, NH, NJ, NM, NY, OK, PA, PR, RI, SC, SD, TN, TX, VA, VT, WA