I am a Partner and Wealth Management at Wooster Square Advisors, a leading wealth management firm that provides comprehensive and customized solutions to business owners, working professionals, and retirees. I hold the Certified Financial Planner® (CFP®), Certified Exit Planner (CExP), Certified Investment Management Analyst® (CIMA®), and Certified Private Wealth Advisor® (CPWA®) credentials, which reflect my advanced knowledge and skills in investment management, tax and estate planning, retirement plan services, and business transition.I oversee the financial affairs of a select group of clients, who trust me to guide them through financial decision-making processes that have a lasting impact. I develop deep and engaging relationships with my clients and adapt their wealth plans as their lives and the world around them evolve.My mission is to help clients make informed and confident financial choices that align with their values, vision, and purpose. I am passionate about delivering wealth expertise and excellence to my clients and my team.Securities and advisory services offered through Cetera Advisor Networks LLC, member FINRA/SIPC, a broker/dealer and Registered Investment Adviser. Cetera is under separate ownership from any other named entity.470 James Street, New Haven, CT 06513 (203) 408-2269