Special needs planning; Wealth Management; Business & Employee Benefits

As a Financial Advisor for over 30 years, Special Needs Planning (SNP) has been a focus for me since 2005. Life pointed me in this direction when my first child was diagnosed with hydrocephalus as a newborn.  Three years later, my wife, Janet, and I learned our daughter had a brain tumor. 

Our daughter is now a young adult, and her journey with a brain tumor, hydrocephalus, and subsequent brain injury, exposed us firsthand to many experiences of those with special challenges. Together we have navigated the medical, social, educational, legal, vocational, and relational issues encountered by families of children with special needs.

This journey enables me to offer in-depth knowledge, compassion, and experience to my SNP clients, while recognizing that each family’s circumstances are unique.  I have had the privilege of presenting my workshops to over 75 organizations throughout the state of CT. My passion and goal are to assist families with a loved one with special needs in navigating the atypical and complex issues so often met by similar families.  My clients rely on my guidance regarding the legal and financial issues that will impact their loved one’s future.

In my spare time, I am the Board Chair of PLAN of CT, The Planned Lifetime Assistance Network of CT, a non-profit organization that acts as a trustee for special needs trusts.  I also volunteer with Special Olympics as a ski coach.  Additionally, Janet and I actively raise funds for pediatric brain tumor research through The PLGA Fund at Pediatric Brain Tumor Foundation.