I’ve been serving the protection and retirement planning needs of my clients for three decades. I’ve worked with clients through a variety of economic conditions, bull and bear stock cycles, changes in political leadership, here and abroad and a myriad of legislative and tax law changes.
I help people:
In my office, I have photos of bridges. I see bridges as a metaphor for how I work with clients. I help build financial bridges to get clients to where they want to go. Building a bridge takes a vision of what is needed and desired. It takes careful planning as well as builders dedicated to the quality and integrity of the structure and it takes ongoing monitoring to make sure it remains sound. This approach has enabled me to build a successful financial services practice, largely through existing clients referrals.
Collaborating with my clients has earned me a number of awards and recognition. I have been named to Chairman’s, President’s and Leaders Conferences, honors reserved for top performing financial service representatives and I am also a member of the Million Dollar Round Table, recognized internationally as the standard of sales excellence in the life insurance and financial services business.
I am licensed and registered to offer products and services in CT. Licenses and registrations will vary.
Domiciled in CT. CA Insurance Lic# 0K88879.
Check the background of this investment professional on FINRA’s BrokerCheck
CA Insurance Lic. # 0K88879