Focus: Insurance Strategies, Investment Strategies, LGBTQ, Business Owners, College Funding Strategies, Group Benefits, Business Succession Planning, Estate Planning, Charitable Giving, Financial Education, Risk Management Strategies, Retirement Income Planning, Military
A few months after graduating from Tufts University, my position as a paralegal in the public finance practice group of a large Boston law firm sparked my interest in financial services. Holding onto that interest throughout law school is why I am here today. In 2015 I began my financial advisory career with New York Life. I made the transition to Baystate Financial in 2019 to continue growing my practice.
I have an unwavering commitment to my clients and to their sustainable success. At Baystate, I continue to provide a full spectrum of financial advisory services, including retirement planning, estate conservation, protection planning, and business succession, to an established clientele of professionals, entrepreneurs and multi-generational families.
As a client-centric advisor, I always strive to exceed client needs with exceptional focus, in-depth advice and a commitment to holistic solutions that give my clients and their families a lasting voice. I’ve spent my entire professional career in the financial services business and, as a result, have a true understanding of where the industry has been and what the future holds as the industry continues to evolve. I regularly pursue continuing education and new solution training to stay on the cutting edge of the industry.
Preparing for that next step in life isn’t always easy. My combination of experience, professionalism and access to a wide variety of products and services can help you meet your financial goals, estate strategies and insurance needs. Whether your goals include preparing for milestone life events like retirement or college, or whether you’re simply looking for life, disability income or long-term care insurance protection, I promise you a new level of attention, insight and capability. Contact me to discuss your financial future.
Northeastern University School of Law
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200 Clarendon Street 19th Floor
Boston, MA 02116-5021