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 have an MBA in Tax and Finance. I have earned the Chartered Life Underwriter designation, the highest professional insurance designation from the American College, along with the Chartered Financial Consultant and Certified Long Term Care Consultant designation. I have also consistently qualified for the Million Dollar Round Table membership. I handle the group insurance for many small to large corporations as well as my extensive individual client base. I have been the Fairfield District Manager with Mass Mutual for the last 20 years.
Area(s) of Focus
- Insurance Strategies
- Investment Strategies