Our Team

Office: (860) 838-3730

My Background:

• B.A. in Political Science/Pre-Law, University of Connecticut
• Juris Doctorate from The Western New England School of Law
• CERTIFIED FINANCIAL PLANNER™ since 2004
• Certified Business Exit Consultant® since 2019

^{*Licensed, not practicing}

My Purpose: For over 20 years, I’ve had the honor to work with extraordinary clients, each motivated by a personal commitment to family, community and a life well balanced with meaning and purpose.  Whether these clients are individuals, families or business owners, I help coordinate and manage all aspects of their financial plan. 

My Promise: As a partner and owner of Entrust Wealth Partners, I welcome the opportunity to use the knowledge I’ve accumulated and sought over the years in a way that is approachable, applicable and can change the course of the objectives and goals that are pursued by my clients. I will proactively communicate with you to build a strong relationship based on mutual understanding and trust.

My Balance:  I live in West Simsbury, CT with my wife, Lisa, daughter Mikayla, son Dylan, and Chocolate Lab Rolo.  I am active in my church, involved in the community, and can often be seen in the late afternoon and weekends playing golf.  I’m an avid New York Yankees and Philadelphia Eagles fan and proud supporter of the UConn baseball team where I played from 1991- 1995 and was captain of the team in 1995.

Office: (860) 838-3730

My Background:

• B.A. in Business, St. Anselm College
• M.S. in Finance, Rensselaer in Hartford
• CERTIFIED FINANCIAL PLANNER™ since July 2009
• Certified Business Exit Consultant^® since 2019
• Director Emeritus, Simsbury Chamber of Commerce
• Treasurer, Simsbury Fire District

My Purpose: As a partner and owner of Entrust Wealth Partners, I understand the challenges faced in closely held businesses.  My diverse background allows me to provide strategies and value to our clients.  From understanding commercial credit needs and solutions for entrepreneurial clients, to experience in comprehensive strategies and coordinated estate plans for the family business, I’m committed to helping clients find their best path forward.

My Promise: I am committed to providing clients unique peace of mind and a special client experience.  It’s what drove me and my business partner, Keith, to form this genuinely client-centric firm. 

My Balance:  I live in West Simsbury, CT with my wife, Kristin and sons, Nick and Sam. I am an avid fan of the Dallas Cowboys and New York Yankees and more locally, the Hartford Yard Goats.  I enjoy the outdoors year-round with my family, whether it’s skating on our backyard ice rink or on the sidelines coaching my boys on the soccer and baseball fields.

Office: (860) 838-3730

My Background:

• B.S. Business Administration, Southern New Hampshire University
• Series 66 held with Private Advisor Group*

My Purpose: I am responsible for the implementation of investment strategies and financial planning design. I bring 10+ years of experience to the role, formerly as a Portfolio Manager and Advisor.

My Promise: I promise to provide exceptional service, communication, and implementation for our clients.

My Balance: I live in Cromwell, CT with my wife, Kristy and our sons, Ryan and Tyler. I am an avid reader, I enjoy spending time at the lake, golfing, hockey, I am a passionate Boston and Chicago sports fan. I serve on the Northwest Catholic High School Finance Committee, UNICO, West Hartford Chamber of Commerce, and the Cromwell Chamber of Commerce.

Office: (860) 838-3730

My Background:

• B.A in Marketing and Management, University of Connecticut
• Life, Accident and Health License
• Series 7 and 63 held with LPL Financial
• Notary Public

My Purpose: I am responsible for the day-to-day operation of the firm, including accounting, billing, human resources and compliance.  I bring to the role more than 15 years of experience in the financial services industry, formerly as a Practice Manager and a Business Operations Manager.

My Promise: I will put my knowledge and passion for service to work every day to help our team fulfill the needs of our clients.

My Balance:  I live in Enfield, CT with my children, Daniel and Lauren.  I’m a group exercise instructor, and enjoy hiking and spending time my family.

My Background:

• B.A. in Cognitive Science, University of Connecticut

My Purpose: As a Client Services and Operations Support Specialist, I excel in delivering exceptional customer experiences and optimizing operational efficiency. My aim is to streamline workflows, proactively resolve issues, and foster enduring client relationships. 

My Promise: I am committed to providing comprehensive service that ensures our clients never feel lost within the financial landscape. Our clients’ confidence and well-being are paramount to our team and I take pride in offering clear guidance and unwavering support to foster these priorities.

My Balance:  I am a resident of West Hartford, CT who finds joy in exploring various creative pursuits such as digital art and guitar. In addition to my artistic pursuits, I have a deep appreciation for culinary adventures both in my own kitchen and in the dining rooms of local restaurants.