Al loves working and connecting with his clients. He finds it highly rewarding to develop customized plans to help clients based on their needs and financial goals. Learn more about Al!
1. What is your current role and department?
My current role is Financial Advisor, Osaic Institutions, Inc.; VP, Chelsea Groton Financial Services.
2. What do you love most about working for the Chelsea Groton Financial Services team?
The thing that stands out most to me is the culture of Chelsea Groton and the employees. It feels like a true community where everyone has input and is working as a team to deliver the best client experience.
3. What are you most proud of in your work at Chelsea Groton?
The work we do in financial services allows us the ability to listen to client needs and goals. We have the ability to offer tailored solutions to help them reach their current and future goals. When you can present solutions that assist clients in reaching their goals, it is an extremely rewarding job. You can feel and see the appreciation they have for the work we do for them.
4. Tell us a little bit about your life outside of work.
My family and I currently reside in Glastonbury, Connecticut. We have a 12-year-old daughter and a 9-year-old son. When we are not working, we are actively involved in our children’s lives and the many activities they are involved in, from competitive dance to sports. We enjoy spending time outdoors, playing sports, hiking, and attending fairs together as a family.
5. What are some things you like to do to support the community?
I am actively involved in our town’s little league program. I currently volunteer to coach my daughter’s softball and son’s baseball teams. We also participate in several town wide events to help the community.
Investment and insurance products and services are offered through Osaic Institutions, Inc., Member FINRA/SIPC. Chelsea Groton Financial Services is a trade name of Chelsea Groton Bank. Osaic Institutions and Chelsea Groton Bank are not affiliated. Products and services made available through Osaic Institutions are not insured by the FDIC or any other agency of the United States and are not deposits or obligations of nor guaranteed or insured by any bank or bank affiliate. These products are subject to investment risk, including the possible loss of value.
