What do you do?
First, I consider myself a Mystic native. I’m the owner and CEO of Coastal Wealth Management here in Mystic, which is a franchise of Ameriprise Financial. I am also a Certified Financial Planner and act as fiduciary for my planning and investment management clients.
How did you get into this business?
I was a double major at University of Connecticut, and chased after a little dream of my own after college; I played and taught golf professionally. Obviously, I didn’t make it onto the PGA Tour or I’d still be doing it...I was playing a round with a Smith Barney branch manager, and he mentioned that if I didn’t end up on tour, I might want to consider doing this. Similar techniques, working with people, teaching. So I pretty much started then.
What is your Business Plan for 2021?
With everything that happened last year, our business plan first and foremost is to steward our clients through what we hope will be the last stages of this pandemic, and make sure that they know their long term plan. We are back working in our Glastonbury and Mystic offices, but we are working on building our staff so we can reach “full employment.”