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 offer a broad portfolio of individual insurance protection, asset accumulation strategies, and financial products and services for high net worth families, businesses, and institutions.
Having been in the financial industry in a variety of capacities since 1992, I have had the opportunity to acquire a wealth of knowledge in different areas of finance and insurance. I have spent time in the financial side of the automobile industry, banking, and even time in the legal field learning the nuances of the industry. I understand the concerns and issues that impact today’s individuals and families. I am affiliated with a wide variety of companies, including Massachusetts Mutual Life Insurance Company (MassMutual), which offers access to high quality products and services. I have built my practice with one thing in mind: my client’s financial health. I have worked hard to maintain trust and value in all my relationships.
Area(s) of Focus
- Business Owners
- Insurance Strategies
- Investment Strategies