How did your military service shape your approach to business?
During my time in the U.S. Army Reserves and Connecticut Army National Guard, I learned that success is never about one person but about the team. You rely on the people next to you, and that accountability is something I built into my firm from day one. The military also instilled preparation and precision — you arrive with a plan, attention to detail, and the commitment to follow through. Those lessons carry into our work, whether solving a complex tax issue or helping a business chart its growth. Most importantly, I took away a deep sense of service. In uniform, that meant protecting my country; today, it means honoring the trust our clients place in us.
Why did you start your firm in Milford?
Milford has always been home. Starting my own firm here was about giving back to a community that shaped me. Milford has that small-town heart where relationships matter. Over the years, many clients have become like family.
What sets your firm apart?
We provide solutions. Our team takes time to understand people’s goals, then designs strategies to help them thrive.
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