Biographical Info I have been in Financial Services for over 28 years. My concentration has been in the areas of wealth management and financial services (all areas: investments, insurance, tax planning etc.). In addition, I lead a group of professional men & women dedicated to educating the consumer, helping them to grow and protect their money. I believe in a holistic approach to building & protecting one’s financial house by utilizing our Virtual Family Office. No component or product stands alone. Each is an important gear in the machinery of your life. I believe in coming to you, at your home, where we can share ideas & walk together on your life’s journey. Prior to my current career I was Clinical Therapist for 12 years working in psychiatric hospitals, group homes, non-profit organizations & in private practice as a Marriage & Family Therapist. Prior to that, I was a Roman Catholic Priest for the Archdiocese of Hartford. (I was properly laicized by Pope John Paul II and I remain a fully practicing Catholic). I have been married for over 37 years and have 6 wonderful children and 5 wonderful grandchildren! We are currently engaged with SOFA, AFE, and Poor Richard’s Financial Literacy to provide educational seminars & webinars on a variety of financial topics. Please go to prfl.org for more information. Series 65, 6, 63, 26, life & health licenses
Level Starter
Start Date April 18, 2024
Address
1224 Mill St, Building B
East Berlin, CT 6023
US
Phone Number (860) 983-5851
Favorite Scripture Verse “Therefore I tell you, do not be anxious about your life, what you will eat or what you will drink, nor about your body, what you will put on. Is not life more than food, and the body more than clothing? Look at the birds of the air: they neither sow nor reap nor gather into barns, and yet your heavenly Father feeds them. Are you not of more value than they? And which of you by being anxious can add a single hour to his span of life? And why are you anxious about clothing? Consider the lilies of the field, how they grow: they neither toil nor spin, yet I tell you, even Solomon in all his glory was not arrayed like one of these. But if God so clothes the grass of the field, which today is alive and tomorrow is thrown into the oven, will he not much more clothe you, O you of little faith? Therefore do not be anxious, saying, What shall we eat?’ or What shall we drink?’ or What shall we wear?’ For the Gentiles seek after all these things, and your heavenly Father knows that you need them all. But seek first the kingdom of God and his righteousness, and all these things will be added to you. Therefore do not be anxious about tomorrow, for tomorrow will be anxious for itself. Sufficient for the day is its own trouble.
Scripture Reference Matthew 6:25-34
Profession Financial Advisor, Financial Planner, Insurance, Registered Representative, Registered Investment Advisor
Professional Focus Biblically Responsible Investing (BRI), Cash Management, Charitable Giving, Debt Management, Disability Planning, Elder Care, Employer Benefit Plans, Financial Planning, Government and Military, Healthcare Planning, Insurance Planning, Investment Management, Legacy Planning, Long-Term Care, Retirement Planning, Social Security Planning
Website https://bfs-team.com
Firm Boundless Financial Solutions LLC
About BFS is a multifaceted financial services company that seeks to listen, educate, and provide solutions to almost all life’s issues that relates to finance & taxes. While no one person can know everything, we utilize a Virtual Family Office of experts across the country to answer (and solve) almost every financial & tax question/problem/situation.