Focus: Insurance Strategies, Investment Strategies, Financial Education, Retirement Strategies, College Funding Strategies, Estate Planning, Business Succession Planning, Risk Management Strategies, Retirement Income Planning
Knowledge is the key to a successful financial future. My background, experience and commitment to providing you with the resources you need to make financial decisions, can help make your financial future as successful as you need it to be. I pride myself in getting to know each client so that I can understand their individual needs and what matters most to them. This helps me recommend products and strategies designed to meet their current, and more importantly, future needs.
University of Massachusetts Amherst, Isenberg School of Management, BBA Finance (2015-2019)
Affiliations & Memberships
Wakefield Chamber of Commerce, Somerville BNI
Check the background of this investment professional on FINRA’s BrokerCheck
301 Edgewater Place, Suite 200
Wakefield, MA 01880