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.
As a Certified Family Business Specialist (CFBS), I have knowledge and insight into the inner workings and challenging dynamics of family-owned business and small, closely-held corporations. The certificate program was offered by The American College in Bryn Mawr, PA, exclusively for MassMutual financial professionals.
I am an insurance representative of MassMutual. Registered Principal of and offers securities, investment advisory and financial planning services through MML Investors Services, LLC, a member of the MassMutual Financial Group. OSJ 530 Gaither Road, Suite 350, Rockville, MD 20850 (301) 355-5800.
Area(s) of Focus
- Insurance Strategies
- Investment Strategies