I have been with the MassMutual Northwest Ohio (Northwest Ohio Group), a general agency of Massachusetts Mutual Life Insurance Company, since 1993 and hold the designations of CLU, ChFC and Certified Family Business Specialist (CFBS). I am also a registered representative of and offer securities and investment advisory services and financial planning through MML Investors Services, LLC, member SIPC (www.sipc.org). Supervisory address: 1760 Manley Rd, Maumee, OH 43537, 419-893-9759. At MassMutual, I have held the position of Annuity Specialist since 1998. I earned my Bachelors Degree from Denison University and a Masters Degree from the State University of New York at Albany.
My previous professional experience includes personal involvement with closely held family businesses in Northwest Ohio. These first-hand experiences with family business transition have been a valuable resource for clients, and have helped them solve problems effectively, plan for the future, bridge differences and deal with change.
Area(s) of Focus
- Business Owners
- Insurance Strategies
- Investment Strategies