Focus: Business Owners, Business Succession Planning, Investment Strategies, Financial Education, Estate Planning, Retirement Income Planning, Retirement Strategies, Insurance Strategies, Group Benefits
Preparing for the next step in life isn’t always easy. My goal is to assist families and business owners in building their financial freedom. I have the skills, knowledge and experience required to help meet my client’s established goals.
I am prepared to assist clients with their financial plans and help them meet their long-term financial goals. I work closely with my clients and can also work with you. I will help you:
• Define your personal financial goals
• Develop a financial strategy that can help you achieve these goals
• Suggest suitable products and solutions based on your own tolerance for risk and your time-frame
• Implement your strategy with products and services that help meet your needs.
New England College of Busines, M.S., Finance (2009-2011)
University of Massachusetts, Boston, B.A. Economics (2001-2007)
Check the background of this investment professional on FINRA’s BrokerCheck
100 William St., Suite 300
Wellesley, MA 02481