As a financial advisor at Secure Financial Group, I play a critical role in helping my clients understand their complete financial picture. To this end, it's of paramount importance to invest my time in understanding their needs before anything else. I work closely with my clients and other professionals, following established processes, to determine the most appropriate individualized financial strategies. I serve as a partner and mentor, guiding them through life events and investment decisions, so that they can have complete confidence in their present and future.
I started at Secure Financial Group in Avon, CT in 2022. I previously worked for another large brokerage firm from 2017 - 2022, until I became aware of how much more I could do for my clients by switching companies and taking advantage of the complete and holistic wealth management that SFG provides. It is important that I leave a legacy of helping every single client maximize their financial potential. I am happy to say that my business is so much more than just a job - it's a chance for me to fulfil my passion of improving the futures and day-to-day lives of families and businesses in our community.
I attended Liverpool John Moore's University in England and graduated with a BA Hons degree. After university, I owned and managed two successful businesses, including one in CT, where I was awarded a citation for Entrepreneurship from the state of CT. My 15 plus years of running two businesses gives me an insider’s understanding of the wants and needs of business owners.
I am a family man and an active member of the local community; I live in Avon and coach soccer for Avon Soccer Club. I am involved with many local charities, including holding a board position for the ALZ chapter in Hartford, CT.At Secure Financial Group, our focus is you. Our firm draws on the support of thousands of experienced advisors and staff with cutting-edge technological solutions, so that we can help you reach your long-term financial goals.
If you are interested in having a conversation, please book on my calendar, email me at firstname.lastname@example.org or call me at (860) 857-4770. I'm looking forward to learning all about you.