Focus: Business Owners, Insurance Strategies, Investment Strategies, Business Succession Planning, Risk Management Strategies, Retirement Income Planning
Living mutual has always been at the core of human existence, and it's guided MassMutual since its founding in 1851. MassMutual is a leading mutual life insurance company that is run for the benefit of its members and participating policyholders.
We all know that preparing for the next step in life isn’t always easy and that knowledge is the key to a successful financial future.
Our team can offer an analysis of your current financial situation and help you to identify financial goals and concerns, illustrate what is being done to reach your goals, and identify gaps, if present, and offer solutions to help fill them.
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.
As a financial professional with a Certified Family Business Specialist (CFBS) designation, I have knowledge and insight into the inner workings and challenging dynamics of family-owned business and small, closely-held corporations. The designation was offered by The American College in Bryn Mawr, PA, exclusively for MassMutual financial professionals.
I am a registered representative of and offer securities and investment advisory services through MML Investors Services, LLC, Member SIPC (www.sipc.org). Supervisory address: (11350 McCormick Road, Execeutive Plaza IV, Suite 200 - Hunt Valley, MD 21031)
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11350 McCormick Road Executive Plaza IV, Suite 200
Hunt Valley, MD 21031