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.
CLTC, NQA, NSA
ChFC, American College
Chartered Life Underwriter, American College
NASD Series 7 Registration (General Securites)
NASD Series 6 Registration (Investment Company/Variable Products)
Registered Representative and Investment Advisor
Representative of MML Investor services, Inc.
Licenses Life, Health and Accident
MA, NH, ME, VA, CO, FL
MA, NH, RI, ME, FL, VA, KY, MD, OR, VT
Property and Casualty MA and NH
AS BM-Business Management, Northern Essex Community College
Merrimack College, Matriculated for B.A.
Merrimack Valley Estate Planning Council
Merrimack Valley Chamber of Commerce
American Red Cross, Volunteer
Up With People Alumnae
St. Augustine Parish, Andover, MA
Area(s) of Focus
- Insurance Strategies
- Investment Strategies