A survey of our best clients shared that our value to them was financial peace of mind through personal attention, expertise and service.                                                                          

My career began in 1974 with Connecticut General, moved on to comprehensive fee-based financial planning with two partners with an independent broker dealer and established my own firm with an independent broker dealer in 1994. My firm has over $100 million of assets under management and over $100 million of life insurance in force.