I grew up in the Hudson Valley in New York state and the surrounding states of New England. I spent my high school years in Connecticut, eventually graduating from Choate Rosemary Hall and Hotchkiss before attending the United States Naval Academy. As a member of the Navy Lacrosse team, I learned valuable lessons that served me well as an Aviator and Officer in the Navy and in my civilian careers.

I served 13 years on Active Duty before transitioning to the Naval Reserves. During my last two tours, I served as the Commanding Officer of a hardware unit based in North Island and a Tactical Support Squadron attached to the Naval Amphibious Base in Coronado. I currently serve as a reserve CAPTAIN of a strategic support unit for the Naval Third Fleet. My civilian career has seen periods of flight instruction, service as an Air Ambulance/EMS pilot, a founder of a composite start-up company, and finally as a Financial Advisor.

I have spent the last 8 years earning my CFP, CLU, ChFC, and other financial designations. With experience working with boutique financial investments for High Net Worth individuals, complex insurance products, retirement, and estate planning needs this past decade, I am prepared to help with a vast array of financial decisions. I have guided clients through difficult financial decisions with a thoughtful approach that makes investing simple, approachable, and stress-free for clients. I am skilled at creating financial plans that help people save and grow their money for now and in the future. 

As the oldest of a large extended family, I have always enjoyed helping others achieve their goals. Initially motivated to help those in my command to avoid financial mistakes, I now serve a much larger community as a trusted advisor for those who desire clarity and structure in their financial lives.

My goal remains that everyone I work with can rest assured that their path is on a glideslope to their dreams. While I am trained to address crises in many situations, my goal is to set you up to mitigate potential obstacles so you can glide with ease to the destination of your choosing. 

While my military family could have benefited from additional financial guidance in the past, I am now able to support their financial goals with smart decisions and tools that allow them to relax comfortably and enjoy the ride.