I develop and implement customized investment strategies for business owners, families, and individuals, with the objective of protecting and helping grow wealth over multiple generations.In addition, I manage multiple branches in New England and assist with the recruitment of quality financial advisors to our firm. Investment Planning, Wealth Management Strategies, 401(k) Rollovers, Education Savings Plans, Asset Allocation, Retirement Income Strategies, Bonds, Stocks, Estate Planning Strategies, Roth IRA, Traditional IRA, Fixed Annuities, Variable Annuities, Insurance Reviews, Roth IRA, Traditional IRA, SEP IRA, Mutual Funds, 529 Plans, Unit Investment Trusts, Trust Reviews, Long-Term Care Insurance, ETFs, Options, Life Insurance.Interests: Golf, Skiing, Red Sox, Steelers, Uconn HuskiesStifel Financial Corp. and its affiliated companies (“Stifel”) reserve the right to retain, monitor, and reproduce all electronic communications consistent with applicable law. Stifel Financial Corp. is the parent company of Stifel, Nicolaus & Company, Incorporated, Member SIPC & NYSE. Stifel will not accept purchase or sales orders via LinkedIn, Facebook, or any electronic messaging systems. The comments, postings, or views expressed are my own and do not necessarily reflect that of Stifel. Stifel is not responsible for content posted by third parties. Statements and messages are for U.S. residents only and are subject to the following terms: www.stifel.com/disclosures.