As managing partner of MassMutual Perimeter, my mission is to drive firm growth, set strategy, and enable our clients and team of talented professionals to lead more financially secure lives. I’m proud of the inclusive and supportive culture established in our firm, and as its leader, I am passionate about training and development, and helping advisors and their teams build healthy, sustainable, and successful practices. Our firm has expertise across many practice disciplines, including life insurance, broker-dealer and fee-based financial planning.
Over the course of my career I have won various awards, including the New England Financial Management Development Award 2011; Firm of the Year 2011; 2013 Chairman’s Conference Firm; 2011 Leader’s Conference Firm; and I was nominated in 2005 for Atlanta Business Chronicle's "Top 40 Under 40.”
I am a competitive bicycler, having raced in Belgium and France and also a fine wine collector. I participate in charitable fundraisers with my firm’s cycling team, Fundraising Committee for Team Type I Diabetes, and coach youth sports.
Area(s) of Focus
- Insurance Strategies
- Investment Strategies