This website use cookies to ensure you get the best experience on our website
About Us
The mission of my family’s iconic interior design business in Old Greenwich, Connecticut, was to help people love their homes. We tailored everything to each clients' unique tastes.
No matter what kind of day our clients may have had at work or out in the community, when they got home, they would happily say to themselves, "Ahh! I'm home!"
My parents had me learn the business from the ground up. I worked with affluent clients from a very young age, took design courses, drew room layouts, and worked with a variety of contractors. That all helped me refine my communication and specification skills, which would later help me tremendously in providing advice as a financial planner.
My dad and I in front of the family business (circa 1988).
My uncle strongly suggested that I buy stock in his company, which I did when I was 18. After I bought the stock, my dad showed me how to look up the price in the paper and had me read the business news each day. Being young, I made money on the stock and sold it WAY too soon, but my dad and I ended up discussing the business news together for many years thereafter. I had become a business news fanatic. That led me to study economics at Columbia University, where I was exposed to some of the top economic minds in the country.
At the age of 29, I decided to pursue an MBA at the University of Connecticut. There I met a woman that I later married. She had a major health issue develop shortly thereafter, so I decided to do something else beyond the family business. That's when I discovered the fast-growing world of financial planning.
I interviewed with several companies, and accepted a position with American Express Financial Advisors. They provided me with some amazing training, and I benefited from working alongside some of the best and brightest people in the industry. That was it. I fell in love with the business.
I applied the same level of diligence and personalization as a financial planner as we had done in the family business. That led to my winning awards from my colleagues and the president of the company for my written advice. That gave me the opportunity to review the work of other financial planners. The low quality of advice was alarming.
I saw it a lot more when I became the Senior Planning Specialist at a national firm. I spent many days taking calls from financial advisors from around the country, where I coached them on how to proceed with unusual client situations and questions they should be asking their clients.
All of that made me realize how much I needed to get back to providing high-quality advice, so more people could make informed financial decisions for their goals, dreams and wishes. A few months after passing the rigorous Certified Financial Planner TM exam, I launched my own independent financial planning firm, PlanPrep.
When your financial plan is completed by PlanPrep, you're going to say, "Ahh! I'm home!"
When I'm not working (which is more like a hobby), you will find me working out at the gym, walking around the neighborhood or beach, and serving at church. I'm an avid college football and basketball fan, and I love many other sports during the playoffs and tournaments! GO UCONN!