I collaborate closely with individuals and families who would like to take a comprehensive approach to their finances. I help my clients identify and prioritize their goals – for example, saving for a child’s education, creating a rainy day fund, buying a second home or paying down a mortgage, or building their retirement nest egg. I formulate a realistic plan with the client’s input that ensures that their spending and investments support those goals. Then with the client’s cooperation, we monitor and revisit the plan as circumstances and priorities change over time.In addition to advising clients on portfolio management and financial planning, I am involved in HTG’s management and compliance activities and contribute to HTG’s educational and networking efforts. In 2018, I joined NAPFA (National Association of Personal Financial Advisors) in order to further strengthen my knowledge base and collaborate with my peers in the industry. HTG Investment Advisors Inc. (“HTG”) is a registered investment advisor and we are proud of our 30-year history of providing financial planning and investment management advice to individuals and families. As a fee-only fiduciary firm, we are committed to providing unbiased advice. Our clients can count on us to be honest, transparent, and straightforward in all matters. Our thoughtful approach, collective credentials, experience, and longevity set us apart. Located in New Canaan, CT, we serve clients nationwide. Whether you are concerned about retirement planning, paying for college, saving on taxes, helping a loved one or giving to charity, we can guide you and your family towards your goals and a greater sense of long-term financial security.HTG maintains all applicable registration and licenses as required by the various states in which it conducts business. For additional information, please visit our website at https://www.htgadvisors.com/.