As a Financial Planner, Penny services the financial needs of individuals and businesses while looking to build long-term relationships. She collaborates with her clients to determine their financial goals and navigates through each of the 6 areas of financial planning to help get them there. Starting with their current financial position, they dive into protection planning, investment planning, tax planning, retirement planning, and estate planning. When the analysis is complete Penny can identify solutions for specific needs or build and implement a financial plan that can help put them in the best position to succeed. Penny also leverages her Medicare* knowledge to help her clients integrate healthcare planning into their overall financial strategy.

“Whether you’re just starting out, growing your family, getting ready for retirement, or looking for a way to protect all that you’ve worked for, I can help you find the right solutions to make the most of today, tomorrow, and the years to come.”

 Qualifications

• Licensed to sell Life, Accident, and Health Insurance
• Holds series 7, 63, and 65 Securities Registrations
• Penny has been working in the financial services field for over 25 years and licensed for 24 years. 

 Personal

• Currently resides in Milford, MA
• In her free time she volunteers for Ben Speaks, a non-profit organization helping young children and families.

Check the background of this registered representative on FINRA’s BrokerCheck  

*Some health insurance products offered by unaffiliated insurers.

I am licensed and registered to offer products and services in RI. Licenses and registrations will vary. Domiciled in MA