Alzheimer Advisor

In 1987 I qualified as a Certified Financial Planner. I became a specialist in retirement income planning, long term care planning, investment management and legacy planning.. I worked with hundreds of families in CT and New England.

In 2007 I realized how important it was for the older members of families to communicate with their children about money and work with them to create a financial transition plan from one generation to the next. I had seen too many cases where the transition was unsuccessful and the family was in crisis. So I wrote the book “Can We Talk? A Financial Guide for Baby Boomers Assisting Their elderly Parents”

I retired in 2009 and sold my practice to a regional accounting firm. The practice was then transferred to Kevin Leahy, CFP who established Connecticut Wealth Managment, LLC in 2010.

Now that I have retired from my family practice in Connecticut I am focusing my efforts in two areas. First I am a trainer to financial advisors, helping them learn the specific services needed to help older clients. Second, I have become a consultant to the Alzheimer’s Family Support Center on Cape Cod.  My role is to assist families to organize their financial lives and utilize the services available to them through Medicare, Medicaid and other programs.