I’m a Naval Academy graduate and former submarine officer. My military background instilled in me great attention-to-detail and professionalism. Complementing my MBA from the University of Chicago, I have over 20 years’ experience in asset management, and managing clients’ investments,
With MassMutual, I offer a broad portfolio of individual insurance protection, asset accumulation strategies, and financial products and services for high net worth families, businesses, and institutions. My broad knowledge of financial products helps give my clients the confidence they need when working with a financial professional.
1. MassMutual refers to Massachusetts Mutual Life Insurance Company.
2. I am a registered representative of and offer securities and investment advisory services through MML Investors Services, LLC, Member SIPC (www.sipc.org) Supervisory address: MassMutual Northwest, 701 Fifth Ave, Ste 1100, Seattle, WA 98104 (206) 628-8800.
United States Naval Academy (1987-1991)
University of Chicago Booth School of Business (1996-1998)
playing board games with family
Affiliations & Memberships
Member of Chartered Financial Analyst Institute
Affiliated with the Financial Industry Regulatory Authority, Inc. (FINRA)
Committee member of Stolen Youth
- Insurance Strategies
- Investment Strategies (Reg. Reps Only)
Coverpath - Get a quote for term life insurance
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