Preparing for that next step in life isn’t always easy. My combination of experience, professionalism and access to a wide variety of products and services can help you meet your financial goals, estate strategies and insurance needs. Whether your goals include preparing for milestone life events like retirement or college, or whether you’re simply looking for life, disability income or long-term care insurance protection, I promise you a new level of attention, insight and capability. Contact me to discuss your financial future.
More about me if you care to know … I grew up in Milford and attended Milford High School, then attended Northern Arizona University, Flagstaff, AZ on a wrestling scholarship. I finished as All-American in wrestling in addition to earning my Bachelor of Science in Business Administration, with a concentration in Finance. I more recently received my MBA (Masters in Business) from Sacred Heart University.
I worked as an accountant, construction foreman and bartender prior to opening my own business 1985 and operated that business for 23 years.
I also coach wrestling, was a founding member of the Milford Health & Wellness Committee, on the SMART (Save Money And Reduce Trash) committee, Public Works Committee and Economic Development Committee, built a website www.GoGreenMilford.com to promote a healthy environment and I currently serve on the Milford Board of Alderman.
For fun I enjoy outdoor recreation, running, playing Judo (recently receiving Black Belt rank), wrestling, skiing, hiking, traveling, gardening, the beach, the outdoors, friends and family get-togethers and pursuing dreams.
I look forward to working with you!
Area(s) of Focus
- Insurance Strategies
- Investment Strategies