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 your current needs, and more importantly, your future needs.
HERE’S HOW I CAN HELP YOU:
• Whole Life Insurance
• Fixed Term Life Insurance
• Disability Income Insurance
• Fixed Annuities
• Long-Term Care Insurance
• Estate Conservation Strategies
• Charitable Giving/Estate Strategies
University of Vermont (2013), University of Vermont Grossman School of Business, Sustainable Innovation MBA (2021)
Snowboarding, Surfing, Biking, Music
YMCA