As a Financial Advisor, my mission is to assist individuals, families and business owners in defining their financial goals and achieving financial freedom. I help people protect the ones they love through a variety of financial products and solutions to meet their needs. Along with a team of professionals, I offer guidance to my clients to help them reach their financial goals. In addition, I offer a broad portfolio of individual insurance protection, asset accumulation strategies, and financial products and services for high net worth families, businesses, and institutions.
I can also provide comprehensive financial strategies and/or focus on one specific area of need. I offer total financial needs analysis, including access to trust services, through a network of experienced professionals with detailed knowledge in:
- Retirement analysis and programs
- Estate strategies
- Employee benefit and retention services
- Business continuation strategies
I hold an MBA concentrating in Finance from the University of Hartford. I also have over 14 years of financial industry experience with currently active Series 65, Series 7, Series 6 and Series 63 securities licenses along with Life & Health and Property & Casualty insurance licenses.