I proudly serve as a Private Wealth Advisor and CERTIFIED FINANCIAL PLANNER™ at Generations Wealth Management. With over 30 years in the financial services industry, my work focuses on aligning all aspects of a client's financial life – from investments and insurance to retirement income planning, education funding, tax strategies, and estate considerations – into one cohesive plan. I am passionate about building lasting relationships rooted in trust, transparency, and forward-thinking support.
At my core, I am committed to empowering individuals and families in their financial lives. I bring wisdom, warmth, and a steady, modern hand to every relationship, helping my clients to feel confident and supported in their financial decisions. My background spans wealth and investment management, insurance, banking, and comprehensive planning, along with leadership roles in Fortune 100 and 500 companies. I've had the privilege of working with Nationwide Financial, LPL, People's Bank, and Twin Peaks Wealth Advisors throughout my career.
In my pursuit of professional excellence, I have obtained the CERTIFIED FINANCIAL PLANNER™ designation and hold Series 6, 63, 65, 26, and 7 securities licenses. I graduated from Southern Connecticut State University before embarking on this rewarding career journey. What truly motivates me is solving puzzles and putting the pieces together to help people, families, and generations in pursuit of their financial goals and work towards their dreams.
Originally from Connecticut, I frequently return to visit my close-knit family and my son, Tommy. We share a strong bond and a mutual love of Star Wars, cheering for the New York Yankees, listening to music, and playing competitive board games around the dining room table. I now reside in Scottsdale, Arizona, with my fiancé, Lee, and our Shephusky rescue, Champ. Whether enjoying a movie night or exploring new destinations, I treasure quality time with those I love most.