Owner & Founder | Certfied Financial Planner®
Current
North Haven, Ct
After nearly 15 years experience as a financial advisor, working under other corporate brands, I established Open Road Wealth Services, LLC in 2019 with the goal of creating a unique client service model supported by the insight and research from LPL Financial. In October 2024, I changed my Registered Investment Adviser (RIA) firm affiliation to Gateway Financial Partners, and ceased using Open Road Wealth Services, LLC as my DBA name.The name Open Road Wealth Services, LLC paid homage to my Dad’s history as a motorcycle rider, and to my own 45+ years as a motorcycle rider. I continue to enjoy 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 pursue 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 that 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 more time to serve 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 help each of them find their own unique “Open Road.” Ready to get started? LET'S GO!!
