Open Road Wealth Services, Llc company information, Employees & Contact Information

After nearly 15 years experience as a financial advisor, working under other corporate brands, I established Open Road Wealth Services, LLC with the goal of creating a unique client service model supported by the insight and research from LPL Financial and Private Advisor Group. The name Open Road Wealth Services, LLC pays homage to my Dad’s history as a motorcycle rider and to my own 40+ years as a motorcycle rider. I have always enjoyed the feelings of freedom, power, independence, responsibility, control and duty that riding a motorcycle generates. As a CERTIFIED FINANCIAL PLANNER™ professional, I help my clients experience similar feelings about their financial matters:  the freedom to know that their important life goals can be funded;  the power to make informed decisions about how to achieve those goals;  the independence to choose investments that offer potential pathways to success;  the responsibility to participate in the financial planning process;  the control of one’s financial future based on the choices that are implemented; and  the duty to one’s family members to ensure their well-being is preserved even after the client is gone. My current office location in North Haven, CT, just one town away from my home, reduces my commuting time significantly and allows me to devote more time to serving clients in and around my chosen hometown, of Wallingford, CT. I will continue to serve my existing clients as a resource for information, insight and guidance on financial planning strategies for individuals, families and small to mid-sized businesses. Client education will always be an important element of my practice. Together with my clients, I will help each of them find their own unique “Open Road.”