Focus: Insurance Strategies, Investment Strategies, Business Owners, Retirement Income Planning, Estate Planning, College Funding Strategies, Charitable Giving, Business Succession Planning, Financial Education, Risk Management Strategies, Group Benefits
Preparing for the next step in life isn’t always easy. I offer a broad portfolio of individual insurance protection, asset accumulation strategies, and financial products and services for high net worth families, businesses, and institutions. My combination of experience, professionalism and access to a wide variety of products and services can help you meet your financial goals, estate strategies and insurance needs.
I pride myself in getting to know each client so that I can understand their individual needs and what matters most to them. This helps me recommend products and strategies designed to meet their current, and more importantly, future needs.
Whether your goals include preparing for milestone life events like retirement or college, protecting your family's future or you’re simply looking for life, disability income or long-term care insurance protection, I promise a new level of attention, insight and capability.
I offer total financial needs analysis, including access to trust services, through a network of experienced professionals with detailed knowledge in:
- Advisory services Retirement analysis and programs
- Estate strategies
- Employee benefit and retention services
- Business continuation strategies
Affiliations & Memberships
Member of the Financial Industry Regulatory Authority, Inc (FINRA)
Community Service Projects
Habitat for Humanity
Check the background of this investment professional on FINRA’s BrokerCheck
158 Charles L. McCombs Blvd.
New Bedford, MA 02745