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.
I grew up in Connecticut where I still reside with my two children. I started my career in 1983 with a large national securities brokerage firm in Rochester, NY where I attended college and moved back to Connecticut to be closer to family. For twenty years I was the annuity and investment specialist for one of the largest financial services agencies in Connecticut and in 2008 returned to my roots to focus on planning for my clients and their families, executive and corporate benefits, retirement, education, and estate planning.
I hold the following professional designations as a result of advanced study:
Chartered Financial Consultant through the American College
Life Underwriting Training Counsel Fellow
Certified in Long Term Care Planning
Area(s) of Focus
- Insurance Strategies
- Investment Strategies