I hold a Bachelor of Science degree in Marketing from the University of Maryland and have earned the Certified Financial Planner designation in 1989.
I have been a resident of Connecticut since 1987, and currently live in Wilton, CT. I am married and the father of two children.
I bring 25 years of property management, financial and administrative expertise to Turning Point Estate Services, LLC. I began my career as a Litigation Aid for a Washington, D.C. based law firm, and then joined a team to supervise back office operations for a prominent Connecticut family. In this role, I gained property management and project oversight skills. I subsequently managed portfolio operations for the family’s investment fund.
Turning Point Estate Services LLC, was started out of firsthand personal experience, after dealing with the prospect of closing down the estate of a family member who had passed away in Brooklyn. We had to deal with a residence full of years of accumulated items, contracting for repairs and maintenance and months of night and weekend trips to the home. This left us wishing there was someone we could call to handle it all. There was no one.
Founded with the goal of providing this unique—and oftentimes much-needed—service to individuals and families undergoing a life transition, Turning Point Estate Services, LLC is a CT-based, single source solution to those who face estate and personal property matters and are in need of guidance. We partner with clients to alleviate the burdensome tasks of handling situations such as estate clean out, liquidation and settlement; senior downsizing and moving; personal property management and valuation; and preparing a home for sale.