I grew up in a family business and at an early age I learned the importance of hard work, providing an elevated level of service and the value of relationships. After college and about 15 years of working for big companies, I had the entrepreneurial desire to utilize my knowledge and experience in financial matters to help people figure out the story behind their numbers.
Today, I am a Partner of U. S. Wealth Management and the Principal of the firm’s North Haven, CT office. My son Paul leads the financial planning efforts in North Haven supported by my 40 years of business experience and further supported by the balance of the U. S. Wealth Management team. Clients appreciate the deep understanding that we develop regarding all facets of their financial lives. This enables us to coordinate all of the professionals needed to support their needs. Consolidating fractured advice that clients may receive from multiple sources minimizes the possibility of something significant falling through the cracks.
When not working with clients, I enjoy spending time with my best friend and wife Cathy enjoying a glass of fine wine. We love spending time with our son Paul and daughter Kelly along with their wonderful spouses Jill and David. We enjoy the simplicity of taking our dog Buddy for a walk around the neighborhood. Being the head landscaper at Villa Morrone brings me relaxation and I enjoy kayaking around the Branford shoreline. I can also be found around the grounds of New Haven Country Club, chasing around little white balls with my son Paul and hopefully someday my grandson.
Education and Designations
- CERTIFIED FINANCIAL PLANNERTM
- Certified Public Accountant
- Bachelor of Science in Accounting from University of New Haven
- Member of the U.S. Wealth Management Board of Directors
- Member of the Financial Planning Association - Greater New Haven Chapter Board Member
- Member of the American Institute Society of CPAs
- Member of the Connecticut Society of CPAs