Holds Series 7, 65, 6, 26
Hi, I have been preparing tax returns and working with investments for more than 30 years. I handle all of our tax preparation and retirement planning. I can help you make thoughful tax and financial planning choices and educate you about them. Then you can move forward with your plan with less worry. I would welcome the opportunity to earn your trust and deliver professional, comprehensive service.
So you can get to know me a bit I want to let you know I'm a car guy... had an MG (fun, but too much work!). Now I have a old Porsche. When I can, I do my own auto repair work. Another hobby I enjoy is music, especially guitar. I lead some music groups and play keyboard and organ. I'm married to a terrific wife, and I have three sons... RN in research (UConn Grad) and two Navy officers. Proud Dad!
