Focus: Insurance Strategies, Business Owners, Investment Strategies, Retirement Income Planning, Retirement Strategies, Business Succession Planning, Risk Management Strategies, Estate Planning, Financial Education
Preparing for the next step in life isn’t always easy. 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. 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.
I am a parent of six awesome children. Two of them married and one Granddaughter I have been Happily married for more than 29 years. Five of our Children have already graduated from college with the sixth starting UT Dallas in the Fall. I am a proud member ofr the St Joseph Honey Creek Catholic Church. After growing up in Connecticut I was able to relocate to San Antonio in 2008 and continue to live here today. After 18 years traveling for MassMutual I have transitioned my practice to become a local Financial Advisor.
I have a Bachelor’s degree from Saint Anselm College in New Hampshire and a Master’s degree from Albertus Magnus College in New Haven, Connecticut. I worked for MassMutual for almost 18 years. I specialized in Annuities, and among other things, was responsible for support to the field which included training and client seminars. I have my ChFC, CLU, CMFC, RICP and CFP designations.
Saint Anselm College
Albertus Magnus College
Affiliations & Memberships
Member of the Financial Industry Regulatory Authority, Inc. (FINRA)
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10101 Reunion Place One Union Square, Suite 300
San Antonio, TX 78216-4157