As PCIA’s Managing Partner in the Northeast, my primary focus is on the design, implementation and management of employer-sponsored retirement plans. I am honored to have had the opportunity to educate others as a presenter at various industry events.
In addition to my retirement plan clients, I serve a diverse clientele of individuals and families who benefit from the formalized portfolio construction and review processes utilized by our firm’s corporate clients. By leveraging the suite of financial planning solutions available, I remain able to deliver comprehensive and personalized solutions with the exceptional service my clients expect and deserve.
I hold a bachelor’s degree in finance from Bentley University. I also have earned the Accredited Investment Fiduciary® (AIF®) Designation from University of Pittsburgh, Katz School of Business, FINRA Series 6, 63, and 65 securities licenses and life and health insurance licenses. I continue to invest significant hours in continuing education for my Chartered Financial Consultant® (ChFC®), and Registered Employee Benefits Consultant® (REBC®) designations.
I am proud to have been named one of the “300 Most Influential Advisors in Defined Contribution” by 401kwire.com as well as to be a multi-year recipient of the Connecticut magazine Five Star Wealth Manager Award, having won the honor from 2014 through 2021. I remain a member of the Financial Services Institute, American Society of Pension Professionals & Actuaries, Fi360, and the Connecticut Chapter of NAHU, where I previously served as president.
Advisory services offered through Prime Capital Investment Advisors, LLC. (“PCIA”), a Registered Investment Adviser. PCIA: 6201 College Blvd., Suite #150, Overland Park, KS 66211. PCIA doing business as Qualified Plan Advisors (“QPA”) and Prime Capital Wealth Management (“PCWM”).
26 Cherry St.
Milford, CT 06460