Focus: Insurance Strategies, Investment Strategies, Business Owners, Retirement Income Planning, College Funding Strategies, Charitable Giving, Group Benefits, Business Succession Planning, Risk Management Strategies, Estate Planning, Financial Education
Languages: English, Spanish
My prior 20-year career as a CPA and finance director for a Big 4 accounting firm and a large Boston investment company, as well as a background in human services and counseling, provide me with a unique ability to work with individuals and family-owned business. I find the utmost reward in helping clients plan their financial future.
I work with a team of specialists in all 6 areas to provide comprehensive financial planning, and I am committed to providing the highest level of attention and insight to my clients.
- Life events such as divorce, loss of a spouse, retirement, or the sale of a business
- Investment strategies
- Retirement and estate planning
- Business succession planning
- Group Benefits
- Charitable Giving
- Insurance solutions and strategies
- Trust services*
*Trust services offered through the MassMutual Trust Co., FSB
Check the background of this investment professional on FINRA’s BrokerCheck
301 Edgewater Place, Suite 200
Wakefield, MA 01880