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

When I lost my father to lung cancer in 2009, I saw the financial stresses that came along with the emotional stresses on my family.  There wasn't enough planning by my parents.

Focus Areas

  • Insurance Strategies
  • Investment Strategies (Reg. Reps Only)
  • Business Owners
  • Business Succession Planning
  • Group Benefits
  • College Funding Strategies
  • Risk Management Strategies
  • Retirement Income Planning
  • Estate Planning


  • English

Coverpath - Get a quote for term life insurance


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