Focus: Insurance Strategies, Investment Strategies, Business Owners, Retirement Income Planning, College Funding Strategies, Risk Management Strategies, Financial Education, Estate Planning
Languages: English, Spanish
I pride myself in getting to know each client so that I can understand their individual needs and what matters most to them. This helps me recommend products and strategies designed to meet their current, and more importantly, future needs.
Along with a team of professionals at Baystate Financial, I offer guidance to my clients to help them reach their financial goals. I can provide comprehensive financial strategies and/or focus on one specific area of need.
Contact me to discuss your financial future.
I am licensed to sell insurance in FL, ME. I am licensed to sell securities in: AR, AZ, FL, MA, ME, NC, NH, NY, PA, TX. I am a registered representative of and offer securities and investment advisory services through MML Investors Services, LLC. Member SIPC (www.sipc.org). Supervisory address: 200 Clarendon Street, 19th & 25th floors, Boston, MA 02116 617-585-4500
University of Southern Maine (2003-2007)
Time with my family
Performing and teaching music
Enjoying and exploring the outdoors
Trying every kind of coffee in existence
Walk to End Alzheimers
Teaching music with South Portland High School Marching Band
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75 Leighton Rd, #3
Falmouth, ME 04105