I’m passionate about continuing to nurture and build our firm’s 108-year old legacy. This is why I take great pride in fostering the success of our advisors, and great effort toward sustaining our firm’s positive and strong team-based culture. It’s also one of the reasons why my firm, the New England Financial Group in West Hartford, Conn, has been awarded “Top Workplace,” “Best Business Practices Award” and “Best Places to work in Connecticut,” and I have personally been cited as one of the “Top 40 Under 40” business owners in Hartford County. I love waking up every day to be a part of our firm and working with the people involved to help further our clients’ financial security and success; it’s wonderfully gratifying to watch our advisors as they grow personally and professionally throughout the years.
Family is important to me on a personal level, and within the firm, I strive to create a family-like environment where cohesiveness, collaboration, and community involvement take center stage. Testament to our commitment as a corporate citizen, for example, we have our own in-house charity called the Sunshine Club, which involves our entire firm as we sponsor community-service projects and volunteerism for various charitable events, including the Special Olympics and the Hartford Marathon.
A lifelong Connecticut resident, I am a reader for the blind, and coaching youth sports. I proudly served my country with more than 10 years of active and reserve duty with the U.S. Army. This experience has instilled in me the leadership, mentorship and collaborative skills which have not only helped me, but have helped the advisors I’ve coached and worked with throughout my 25-year career build impactful and successful lifelong careers and relationships.
- 4th managing partner in firm’s 108 year history
- More than $1 billion in client assets
- Lead 60 advisers and staff in serving more than 60,000 clients throughout Connecticut, Kentucky and Western Massachusetts
Area(s) of Focus
- Insurance Strategies
- Investment Strategies