Biography

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

  • Advisory services
  • 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

*The FIVE STAR Award is granted by Five Star Professional, an independent 3rd party marketing firm. This award is not indicative of future performance or success and stems from nominations by industry professionals in a given market area and based upon objective criteria including favorable regulatory and complaint history, reviews conducted by the firm, retention rates, and client assets administered.

Focus Areas

  • Insurance Strategies
  • Investment Strategies (Reg. Reps Only)
  • Retirement Income Planning
  • College Funding Strategies
  • Estate Planning
  • Risk Management Strategies

Languages

  • English

CRN202207-267436

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