I represent Massachusetts Mutual Life Insurance Company (MassMutual). Founded in 1851, MassMutual is a leading mutual life insurance company that is run for the benefit of its members and participating policyholders. The company has a long history of financial strength and strong performance, and although dividends are not guaranteed, MassMutual has paid dividends to eligible participating policyholders consistently since the 1860s. With whole life insurance as its foundation, MassMutual provides products to help meet the financial needs of clients, such as life insurance, disability income insurance, long term care insurance, retirement/401(k) plan services, and annuities. In addition, the company’s strong and growing network of financial professionals helps clients make good financial decisions for the long-term.
I entered the Financial Planning field in 1990 after graduating from Youngstown State University with a Bachelor’s Degree in Business Administration. I have concentrated on working with families and business owners, helping them to achieve their financial goals with a focus on Wealth Management, Insurance Protection, Business and Estate Planning.
As a District Manager and Registered Principal, my primary charge is growing the Youngstown presence of Valley Financial Designs through recruiting and developing new and experienced Financial Planners.
I am a Trustee of the Mahoning and Shenango Valley Estate Planning Council, Vice President of Town One Streetscapes, Trustee of “Celebrate Poland” Fourth of July Committee and active in the Poland Community Baseball Association and Poland Youth Soccer League.
I am a Registered Principal of and offers securities, investment advisory and financial planning services through MML Investors Services, LLC, Member SIPC. Supervisory Office: Six PPG Place, Suite 600, Pittsburgh, PA 15222, Phone: 412-562-1600.
Area(s) of Focus
- Insurance Strategies
- Investment Strategies