I offer total financial needs analysis through a network of experienced professionals with expertise in:
- Retirement analysis and programs
- Estate strategies
- Employee benefit and retention services
- Business continuation strategies
- Trust services*
*Trust services offered through the MassMutual Trust Co., FSB
Gradute of University of Miami with a Bachelors in Finance and Business Adminstration.
Enjoys networking events and meeting new people.
Area(s) of Focus
- Business Owners
- Insurance Strategies