Specialties
About Me
At an early age, I have seen firsthand the impact of insurance and financial planning and also the devastating results when it is ignored or done improperly.
I passionately believe that every American should explore and be informed of what their choices are and be provided guidance and service in making the choice most appropriate for them. I enjoy the close personal work I do with families and business owners and see value in everyone. My team excels in matching the needs with the advice and resources to help small business owners and individuals create plans for turning dreams into realities. We can provide everything from simple product solutions, wealth management, fee based financial planning services and more.
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Interests & Hobbies
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Always free for clients.
Credentials
CLU
Chartered Designations
What do these credentials mean?
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Disclosures
I am a licensed life, accident, & health agent with MassMutual. I hold my Series 7 and Series 66 Investment licenses. MassMutual, its subsidiaries, employees, and representatives are not authorized to give tax or legal advice. Individuals are encouraged to seek advice from their own tax or legal counsel. Individuals involved in the estate planning process should work with an estate planning team, including their own personal legal or tax counsel.