Helping You Navigate Your Options

Achieving your financial goals takes careful deliberation and the understanding of a wide range of options.

I will work with you to understand your goals and needs, educate you on your choices, and help you identify a path that is appropriate for you. Over time, I will assess your situation to accommodate for life changes and help you make adjustments as needed.

By making investment decisions that align with your objectives, time horizon and tolerance for risk, and by preparing for the unexpected through suitable insurance solutions, I hope you will develop the confidence that, even with surprises along the way, you will be able to pursue the future you imagine.

I specialize in working with pre-retirees and their families. I also advise small to medium sized companies in the areas of employee benefits, business succession planning, executive fringe benefits. My combination of experience, professionalism and access to a wide variety of products and services can help you meet your financial goals, estate strategies and insurance needs. Whether your goals include preparing for milestone life events like retirement or college, or whether you’re simply looking for life insurance protection, I promise you a new level of attention, insight and capability.

Contact me to discuss your financial future.

Stronger Together

I am proud to represent Charter Oak Insurance & Financial Services, Co. (Charter Oak). In business since 1886, the firm counts itself among the largest general agencies of Massachusetts Mutual Life Insurance Company (MassMutual).

Charter Oak continues to grow in ways that help me better serve my clients and community. Its team of over 200 professionals serves more than 70,000 individuals, families and businesses with insurance, financial services and fee-based financial planning (1). The agency holds more than $3.6 billion in client policy and account values (2) and over nearly $12 billion in life insurance coverage inforce (3).

All information as of 3/01/11.

Charter Oak's extensive network of specialists, as well as its alliances with banks, law firms and accounting firms throughout the Northeast are benefits I am happy to extend to my clients. Through my relationship with Charter Oak, I am able to enhance the individualized attention you receive from me with the depth and resources of a larger firm.

It’s just one more way we’re stronger together.

(1) An insured, owner, or payer of a MassMutual policy or contract.

(2) Includes values of MassMutual and subsidiary insurance companies' insurance and retirement products and investment products offered through MML Investors Services LLC, a MassMutual subsidiary.

(3) Amount of individual life insurance in force at the end of the period related to products issued by Massachusetts Mutual Life Insurance Company and its subsidiaries, C.M. Life Insurance Company and MML Bay State Life Insurance Company.

CRN201204-146992