Specialties
About Me
Having over 27 years of financial and customer service experience I help clients prepare for life’s uncertainties by providing guidance in financial planning, Medicare, Life, and Long Term Care insurance, investments, and retirement strategies.
I earned my CFP® designation in 2019 and I am licensed in multiple states. A Franklin, MA resident, I have served on local boards including Franklin Youth Hockey, the Franklin Finance Committee, MA Hockey, and the Norfolk Community Credit Union. I have two grown kids and spend my time with my wife of 35 years, and our family dog.
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Interests & Hobbies
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Always free for clients.
Credentials
CFP ® , RICP®
Chartered Designations
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Disclosures
Services are offered through Statera Financial, LLC, a Registered Investment Advisor in the State of Massachusetts. Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.