As Managing Director and Branch Manager at Alchemi Wealth, I bring over 30 years of experience helping clients navigate complex financial landscapes with clarity and confidence. I’m a Series 7 licensed Investment Advisor with a focus on wealth transition, retirement planning, and portfolio strategy — delivering tailored solutions designed to preserve and grow wealth across generations.
Since earning my BA from Boston University in 1987, I’ve built my career on a commitment to strategic thinking, personalized guidance, and enduring client relationships. I believe that effective financial advising is rooted not just in technical expertise, but in truly understanding what matters most to each client — their goals, their values, and their vision for the future.
At Alchemi Wealth, I lead with integrity, insight, and a passion for helping individuals and families build secure, purpose-driven financial legacies.
Based in Chester, Connecticut, I enjoy life with my wife, Marlene, and our two energetic Vizslas. I'm also the proud father of three daughters whose dedication to creating positive change continues to inspire me both personally and professionally.