About My Practice
Round Table Services is a fee-only, independent financial advisory firm. We do not sell any products for commissions. Our 16 staff members serve 90+ families from our offices in Westport, CT and Westfield, NJ. We oversee $950 million in investment assets and provide a broad range of Financial Advisory Services. Many of our clients think of us as their "Personal Chief Financial Officer." We have worked for the big firms--banks, brokerages, accounting firms--but believe an independent boutique can provide better advice and service to our clients.
I am one of three Partners of our firm and have advised clients for over 25 years. Investments, retirement and estate planning are critical areas that I focus on. I have been active in financial and estate planning circles in Fairfield County for many years. My clients appreciate my ability to analyze complex situations and come up with solutions that they can understand and have confidence in.
My background includes an undergraduate degree from the University of Pennsylvania and an M.B.A. from the University of Chicago. I have worked for Citibank, Bankers Trust, Coopers & Lybrand and AXA Financial. I have been on the board and Past President of the Fairfield County Estate Planning Council.
Registrations, Licenses, Certifications & Affiliations
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.
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