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
My Team's goal is to provide individuals, families, business owners and companies, with the guidance and resources they need to make important financial decisions that will affect their families for generations to come. I work hard to be a lifetime resource for each and every client.
I will continue to play an active role in the community, be a leader working on important non-profit initiatives, support service work that improves the lives of many, and stay informed on the issues that affect you and your family.
Area(s) of Focus
- Business Owners
- Insurance Strategies
- Investment Strategies
- Special Care