I offer total financial needs analysis through a network of experienced professionals with expertise in:
- Advisory services
- Retirement analysis and programs
- Estate strategies
- Employee benefit and retention services
- Business continuation strategies
- Trust services*
*Trust services offered through the MassMutual Trust Co., FSB
Married to Teresa with 3 children and 3 grandchildren.
Enjoys sailing, long bike rides, and anything outdoors.
Service since 1990
Area(s) of Focus
- Business Owners
- Insurance Strategies
- Investment Strategies