"As Managing Director - Investment Officer at Legacy 7 Financial Group of Wells Fargo Advisors, I work with our team of talented professionals to provide a full range of investment management and planning services. We help our families use their money to build a financial foundation that helps achieve their life’s objectives. I view our team as “human service providers” first…since our collective goal is to help families better their lives."

For over 30 years, I have developed and refined our detailed-oriented processes to better meet our families’ changing needs including sophisticated multi-generational wealth planning, advanced elder care and special needs planning and improving financial literacy. I am a CERTIFIED FINANCIAL PLANNER^® certificant and have earned the Chartered Retirement Planning Counselor^SM designation. Our team believes in a “client-first” philosophy and work to help them achieve their goals. Legacy 7 Financial Group of Wells Fargo Advisors has a respected history of seamlessly coordinating the strategies of our clients' team of professionals – including attorneys and accountants – to better meet their holistic planning needs.


Background

• Merrill Lynch, Senior Vice President - Investments

• Paine Webber/UBS, Financial Advisor, Vice President - Investments

• A.G. Edwards and Sons, Financial Advisor

Education & Credentials

• College for Financial Planning, CERTIFIED FINANCIAL PLANNER^® certification

• Mary Washington College, BA in Economics

 

Outside of the office
I was born, raised and currently live in Stonington, CT, with my wife of 25 years, Tanya, and our two children. My family has built a 30-plus acre “Gentleman’s Farm” in Stonington and stay very active supporting individuals with special needs. We have been recognized for our community service (most notably by President Obama’s administration) and have donated, over the last 10 years, hundreds of volunteer hours, over $100,000 to various organizations and co-founded "Inclusion – A Sylvestre Foundation.” We are currently building a center to support individuals with disabilities, called “Project 101,” in Pawcatuck. 

Additional Volunteer Work

• Volunteer for Unified Sports Programs, Stonington

• Lead Sponsor and Volunteer for OYC Triathlon, Tarzan Browne Run

• Trustee/Board Member Charles B. Allyn Foundation, Assistant Treasurer

• Trustee/Board Member Stonington Tricentennial Fund, Vice Chairman of the Board, Chairman of the Finance Committee

• Participated and volunteered for Horses Healing Humans

• Former Lead Sponsor for Stonington Youth Soccer

• Stonington Community Center, Former Board of Governors Member – Audit, Development, and Special Services Committees

• Former Chairman of the Board of Directors, Vista Vocational Life Skills, Executive, Finance, and Financial Aide Committees

• Reach Out to Youth Campaign, Ocean Community YMCA

• Former Member of the Special Services Advisory Council, Stonington Public Schools

• Connecticut Adoption and Family Services, Former Chairman of Financial Strategic Planning Committee

• Former Head Coach for various Stonington youth sports

• Former Guest Speaker/Teacher in various Southeast Connecticut School Systems

• Former Stonington Rotary Treasurer

• Former Stonington Economic Development Committee Secretary

• Volunteered for Madonna Place Volunteer

“In my role as Financial Advisor, I’m dedicated to helping individuals and businesses develop financial and investment strategies that align with their needs, goals and risk tolerance. My mission is to provide our families with targeted, comprehensive financial advice and portfolio management strategies – all delivered with the highest level of personalized service and professional integrity.”

For over 21 years, I have helped develop customized strategies focused on each family’s specific needs. I use my extensive banking and lending background to help families focus on developing a personalized plan for their short- and long-term goals. 

To continue my professional development as a Financial Advisor I have earned the CERTIFIED FINANCIAL PLANNER^® professional certification. To earn my CFP^® credential, I completed hundreds of hours of rigorous courses and examinations followed by a comprehensive examination administered according to the Certified Financial Planner Board of Standards. The qualification process is a comprehensive array of advice and skill-based approach that distinguishes CERTIFIED FINANCIAL PLANNER^® practitioners from other professional advisors.

Background

• Key Bank (formerly First Niagara Bank), Financial Advisor

• Citizen’s Bank, Branch Manager

• Household Finance, Branch Manager & Loan Officer

 

Education

• CERTIFIED FINANCIAL PLANNNER^®

• Eastern Connecticut State University, Master of Science in Organizational Management

• Eastern Connecticut State University, Bachelor of Science in Business Economics

 
Away from the office

I grew up and currently  live in Norwich, CT with my daughter. I enjoy spending my free time with my family and friends. When I was younger, I spent 12 years competing in artistic roller-skating, including victories at the regional level, competition at the national level, and invitations to Olympic training camps. Even now, I have my skates ready and waiting in my trunk!

 “In my role as Financial Advisor, I lead the team’s project management and analysis efforts. With advanced analytics that use sophisticated techniques and tools, I help our team access the deep information and insights they need to go above and beyond in their due diligence and complex financial recommendations.”

Background

I joined Legacy 7 Financial Group of Wells Fargo Advisors after having spent 20 years at IBM focusing in data analytics and business/project management.


Education

• University of Vermont, Bachelor of Science in Engineering Management

Away from the office

I grew up and currently live in Mystic, CT, with my wife, Kyle, our twin daughters and our dogs. When not spending time at the office or with family, I enjoy mountain biking and boating.

“With more than 40 years of industry experience, I have an excellent working knowledge of how to  deliver exceptional client service and how it can favorably impact the many components of our families’ financial lives."

In my role, I manage the day-to-day operations for the team and assist our families with their administrative and account needs. My positive attitude and wealth of client service knowledge provides a great value to the team and our families.

 

Experience

• Stifel Nicolaus, Senior Client Associate

• UBS, Operations Manager and Senior Client Associate

 

Education

• Westchester Community College, White Plains, NY

 

Away from the office

I have two sons and eight grandchildren. I enjoy spending time with them whenever I can. I also enjoy going on walks and traveling both locally and abroad.