2319 Whitney Avenue
It begins with a plan
Many of life's great journeys share something in common: they start with a thoughtful plan. Your financial journey is no different.
Organize your financial life with a consolidated view of your accounts, transaction and investments. Work directly with me to set budgets and create a plan to pursue your financial goals.
Built on a Nobel Prize-winning framework, the Risk Number is a proprietary scaled index developed by Riskalyze to reflect risk for both advisors and their clients. It sits at the heart of a sophisticated set of tools to precisely measure an investor’s appetite and capacity for risk, as well as the risk of a security, model, account, or portfolio.
(203) 288-2990 ext 122
2319 Whitney Avenue Suite 5-AHamden, CT 06518
Meet the Team