My financial services practice is based on a commitment to careful listening, thoughtful analysis, sound strategies, effective implementation, ongoing monitoring, and quality service. My overall goal is to give you the confidence that you have a strong strategy in place for you and those you love. Areas of focus include retirement strategies, insurance protection, investment management, education funding, and estate conservation strategies.
I also work with business owners and executives and their employees, providing benefits consulting and programs, succession planning, risk management services, financial literacy programs, and other solutions.
Underscoring everything I do is a deep commitment to providing quality service and support throughout our relationship.
I am licensed and registered to offer products and services in MA and RI. Licenses and registrations will vary.
Domiciled in MA.
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