Focus: Insurance Strategies, Investment Strategies, Business Owners, Group Benefits
My approach to client relationships goes beyond just advising. I view myself and my team as coaches – we help educate our clients, then partner with them to advocate for their employees. There are so many opportunities to develop, grow and take strides toward their goals together.
That’s what I love about my work and the hands-on approach my team takes. As Managing Partner, I often meet with CEOs and other company leaders to talk about MassMutual’s financial planning, investment and insurance products for their employees. I also like to talk to the employees themselves. That way, I can help plan holders determine how together we can better serve them.
It all starts with my team. The stronger they are, the better we can support the client and the better positioned they are to succeed themselves. And there are always new things to learn and new industry trends to keep up with. As I guide my team to help our clients reach their financial goals, I’m also developing myself.
The parts of my day that bring me the most satisfaction are:
• helping clients secure their future
• educating companies about our group benefits
• leading the most reliable team in the business
As a lifelong Chicagoan, I also get satisfaction outside the office enjoying my city, especially our sports teams – even when they make it difficult. Taking advantage of parks for walking my dogs is a great stress reliever. But by Sunday night, I’m ready to get back into business mode because preparation is key to a successful week of helping others.
Specialties include: leadership development | financial education | strategic planning
I am licensed to sell insurance in Illinois. I am a registered representative of and offer securities through MML Investors Services, LLC, Member SIPC (www.sipc.org). Supervisory address: 2650 Warrenville Rd Suite 100 Downers Grove, IL 60515. Phone: 630-441-1000. MassMutual refers to Massachusetts Mutual Life Insurance Company.
Check the background of this investment professional on FINRA’s BrokerCheck
10 S LaSalle Street Suite 2400
Chicago, IL 60603