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 suburban Chicago, Illinois and moved to Tempe, Arizona in 1983 where I attended college at Arizona State University, earning my Bachelor of Science in Economics in 1988 and my MBA in Finance in 1995. My career in Financial Services began in April of 1993 with The Guardian, and I made the change to Massachusetts Mutual Life Insurance Company (MassMutual) in March of 2001. My wife and I decided to relocate our family of five to New Hampshire in 2001, and we have adjusted quite nicely to New England and all it has to offer. Today, through referral of satisfied clients, my practice is growing on a national level with more than 300 clients in over 15 different states.
In 2012, I was honored to receive the Five Star Wealth Manager Award. The Five Star Wealth Manager award program is the largest and most widely published award program in the financial services industry. The award is based on a rigorous, multifaceted research methodology which incorporates input from peers and firm leaders along with client retention rates, industry experience and a thorough regulatory history review.
This profession has been very rewarding, and I look forward to many more years serving the financial needs of my clients, current and new.
Area(s) of Focus
- Insurance Strategies
- Investment Strategies