As a partner at Nutmeg Advisory Group, I joined the firm in 2015. I previously spent seven years with Anthem Blue Cross and Blue Shield where I worked with Medicare beneficiaries. During this time, I gained a tremendous amount of expertise surrounding Medicare and the different facets of its program. During my tenure, I've organized numerous community events in which I have taught thousands of Medicare Beneficiaries all about Medicare and their options beyond. During his time with Anthem, I was known in the community as the “Medicare guy”.
I am licensed and appointed through multiple carriers to provide long term care insurance, disability, life insurance and Medicare Supplemental coverage.
In order to fully service my clients with retirement planning, I wanted to become a financial advisor. In 2015, I became a Registered Representative of Lincoln Financial Securities Corp., having successfully completing my Series 7 and 66 examinations.
I have a Bachelor's Degree from the University of Connecticut and live in North Haven with my wife Amy and our two children Avery(15) and Shane(13). During my free time, I enjoy playing golf and attending my children's sporting events.