Focus: Insurance Strategies, Business Owners, Investment Strategies
I have been with the MassMutual Northwest Ohio (Northwest Ohio Group), a general agency of Massachusetts Mutual Life Insurance Company, since 1993 and hold the designations of CLU, ChFC and Certified Family Business Specialist (CFBS). I am also a registered representative of and offer securities and investment advisory services and financial planning through MML Investors Services, LLC, member SIPC (www.sipc.org). Supervisory address: 1760 Manley Rd, Maumee, OH 43537, 419-893-9759. At MassMutual, I have held the position of Annuity Specialist since 1998. I earned my Bachelors Degree from Denison University and a Masters Degree from the State University of New York at Albany.
My previous professional experience includes personal involvement with closely held family businesses in Northwest Ohio. These first-hand experiences with family business transition have been a valuable resource for clients, and have helped them solve problems effectively, plan for the future, bridge differences and deal with change.
Check the background of this investment professional on FINRA’s BrokerCheck
7150 W. Central Ave, Suite 100
Toledo, OH 43617