I offer total financial needs analysis, including access to trust services, through a network of experienced professionals with detailed knowledge in:

• Advisory services Retirement analysis and programs
• Estate strategies
• Employee benefit and retention services
• Business continuation strategies

My goal is to assist families and business owners building their financial freedom. I have the skills, knowledge and experience required to help meet my client’s established goals. My personal goal is to become a lifetime resource for each and every client.

Knowledge is the key to a successful financial future. My background, experience and commitment to providing you with the resources you need to make financial decisions, can help make your financial future as successful as you need it to be. 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.

Education

Clark University 2002-2006

Hobbies

Golf
Travel
Coaching baseball

Community Involvement

Boy Scouts of America
Westborough Little League