Mission Statement:
I move people towards financial balance and help my clients live great lives by providing them uncommon knowledge. I work with my clients to help save them money over the course of their lives. I do so by challenging traditional financial planning/thinking, and blocking the delivery of unsafe financial products into their lives….which have combined to do great damage to the American public.
I go to work everyday so that I can challenge the failed financial thinking that has caused harm to so many people today. I want my clients to view me as the guy who made their lives better. I believe I have the knowledge and tools to help clients avoid threats, fulfill obligations, and exploit opportunities throughout their lives. Before getting into the world of Financial Services, I was an All-State basketball and Lacrosse player. I then went on to pursue basketball in college at Southern Connecticut State University where I earned numerous awards such as NECC All-Rookie team and Regional MVP of the NCAA tournament as a freshman. My team went 28-4 and went to the Elite 8 where we lost to eventual champion Cal-State Bakersfield. I was selected as a First Team All-NECC as a sophomore and junior. In my senior season, the team finished 28-4 and I was named an All-America selection by the National Association of Basketball Coaches. I was Player of the Year in the NECC and still hold 7 all-time records at SCSU. I am also fourth on the school’s all time scoring list. After playing, I went on to be an assistant at SCSU. As a former Captain of the Southern Connecticut State University Men’s Basketball team, my hobbies include playing basketball and golf (Won the 2008 CT Public Links Championship.)
I enjoy coaching and working with young kids on developing them into better basketball players. But most of all I enjoy spending time with my wife Kelley and our two sons, A.J. and Ryan. We live in Norwalk, CT.
Charitable Organizations:
- American Association of Life Underwriters (AALU)
- National Association of Insurance and Financial Advisors (NAIFA)