As your Personal CFO, I work with you to design and implement your Wealth Plan, Investment Portfolios and Insurance Plans. For over 20 years I have been helping our clients - individuals, families, and closely held businesses - simplify their lives by being the “go to” for all their financial needs and questions.
By learning what is most important to you – what we call your personal definition of true wealth – we create a plan that allows you to pursue your dreams and goals, helping you pursue personal fulfillment, so you can enjoy life instead of worrying about it.
After growing up in Western Massachusetts, I earned a B.A. in History from Trinity College in Hartford, CT and moved to San Diego shortly thereafter to begin my career in financial services. My wife Mary and I have a son, Joey, and two cats, Gelato and Spumoni. I am a member of the Advisory Committee of the FACE Foundation (the Foundation for Animal Care and Education,) which is an organization that provides financial assistance to animal owners who are unable to afford the cost of their pets’ emergency veterinary care. In addition, I spend a lot of time playing with Joey, traveling, golfing and watching baseball and football.