Whether your goals include preparing for milestone life events like retirement or college, protecting your family's future or you’re simply looking for life, disability income or long-term care insurance protection, I promise a new level of attention, insight and capability.

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

Education

Lafayette College '79

Community Involvement

Anna Jaques Hospital Board of Trustees, Boys and Girls Club Lower Merrimack Valley Board of Directors, Newburyport Area Chamber of Commerce Board of Directors