I offer total financial needs analysis through a network of experienced professionals with expertise in:

  • Financial Planning
  • Retirement analysis and programs
  • Investment and Wealth Management
  • College savings
  • Insurance and Risk Management
  • Long Term Care planning
  • Estate strategies
  • Employee benefit and retention services
  • Business continuation strategies
  • Trust services*

*Trust services offered through the MassMutual Trust Co., FSB

Focus Areas

  • Financial Education
  • Retirement Strategies
  • Estate Planning
  • Investment Strategies (Reg. Reps Only)
  • College Funding Strategies
  • Retirement Income Planning
  • Risk Management Strategies
  • Insurance Strategies
  • Student Loan Refinancing
  • Group Benefits


  • English

Set-up an Appointment

Coverpath - Get a quote for term life insurance
Fortuna - A digital investment platform & a dedicated financial advisor
Commonbond - Get a preferred interest rate for student loan refinancing


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