Knowledge is the key to a successful financial future.

I provide an analysis of your current financial situation and help you: identify financial goals and concerns, illustrate what is being done to reach your goals and deal with concerns, identify gaps, if present, and offer solutions to help fill them.  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 

Whether your goals include preparing for milestone life events like retirement or college, protecting your family's future or you are simply looking for life, disability income or long-term care insurance protection, I promise a new level of attention, insight and capability.  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.  I am committed to building long-term relationships with my clients and helping them reach their goals is my number one priority. Drawing on my knowledge, experience, and world-class tools, I help build financial freedom for my clients.

Due to federal regulations that apply to investment advisor representatives, I am not able to accept endorsements that pertain to my general character or investment services. 

I am licensed to sell insurance in: FL,IN,MA,ME,NH,OH,TX, and VA.  I am a registered representative of and offer securities and investment advisory services through MML Investors Services, LLC, Member SIPC. Supervisory address: