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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 approaching retirement

• Focused on helping clients transition from wealth accumulation to sustainable retirement income and long-term financial security

• Works primarily with business owners, pre-retirees, and families between ages 50–65

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

• Experienced in helping clients reduce taxes, optimize retirement income, and create coordinated financial strategies

• Former Financial Advisor at Fisher Investments, managing relationships for approximately 200 clients

• Advisory platform experience through Charles Schwab

• Private wealth management experience with Spartan Capital Securities, LLC

• Background includes working with retirees, business owners, self-employed professionals, and high-net-worth families across the country

• Passionate about helping clients create clarity and confidence around retirement decisions

• Strong advocate for proactive tax strategy, retirement income planning, and estate organization

• 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