Focus: Insurance Strategies, Investment Strategies, Business Owners, Special Care, Retirement Income Planning, College Funding Strategies, Business Succession Planning, Risk Management Strategies, Estate Planning, Financial Education, Group Benefits, Charitable Giving, Military
I offer total financial needs analysis through a network of experienced professionals with expertise in:
- Advisory services
- Retirement analysis and programs
- Estate strategies
- Employee benefit and retention services
- Business continuation strategies
- Trust services*
*Trust services offered through the MassMutual Trust Co., FSB
I obtained my Bachelor of Science in Business degree from LeMoyne College in Syracuse, NY (1984). I have been in the financial services industry for more than 34 years. I am married with two children and live in Fleming Island, FL. I enjoy running, traveling, and spending time with family.
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165 Wells Road Suite 204
Orange Park, FL 32073