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• Founder of In The Money Retirement Planning

• Financial planner specializing in retirement, tax, estate, and income planning for business owners and families 

• Believes retirement planning should integrate income strategy, tax planning, estate coordination, and risk management—not just investments

• Specialties include

  • management of investments & distributions for trust beneficiaries.

  • fractional CFO services

• Platinum Award Winner (2023) as Financial Advisor at Fisher Investments

• Promoted to specialized team (2019) for Schwab Intelligent Portfolios at Charles Schwab

• Private wealth manager at Spartan Capital Securities, LLC

• Husband and father of three

• Active in youth sports mentorship and community involvement

• Former musician, lead singer, and guitarist with a creative background that influences his communication and planning approach

• Enjoys boxing, basketball, golf, vinyl records, classic music, and Guyanese cuisine

• Based in New London and serves clients nationwide