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 entered into the insurance and financial services profession over 30 years ago Massachusetts Mutual Life Insurance Company (MassMutual). I completed requirements for the professional designations of CLU (Chartered Life Underwriter) and ChFC (Chartered Financial Consultant) in 1986 and 1987 respectively. I have been a member of the Million Dollar Roundtable (MDRT) for 28 years.
I am happily married to Lisa and have three grown children who make me very proud. My wife and I love to hike and spend time at our cabin.
Area(s) of Focus
- Insurance Strategies
- Investment Strategies