As the Investment Specialist at Lee, Nolan & Koroghlian LLC, a MassMutual Firm, I assist our advisors in developing solutions to address their clients’ investment objectives.  I develop training material and offer classes to educate other financial professionals and advisors to support their understanding of products.  I will work jointly with other advisors to assist them in offering a comprehensive solution to their clients.

I continue to serve my own clients as well.  In this capacity, I offer protection products, retirement income planning, investment planning and education funding strategies. My goal is to offer a sense of confidence and will work as hard to build a client’s trust as I will to build their wealth.   

Areas of concentration:

• Helping you with decisions at retirement regarding distribution and wealth preservation, health insurance, Social Security and Pension options, cash flow, long term care plans and more in order to help maximize a lifetime of income.
• Working with business owners that are looking to sell and transfer their ownership to a family member, key employee or to an outside party.
• Review and assist in the implementation of employee benefit programs including group life insurance and long-term disability benefits, and qualified retirement plans.
• Creating strategies to help protect assets, including estate and charitable planning strategies aimed to help both minimize tax cost and maximize benefits to the people and causes that clients care about.

 

•I am a registered representative of and offer securities and investment advisory services through MML Investors Services, LLC, Member SIPC (www.sipc.org). Supervisory address: Park 80 West, Plaza One, 250 Pehle Avenue Suite 405, Saddle Brook, NJ 07663. (973) 237-0100.
•I am licensed to sell insurance in: AZ, CA, CT, FL, GA, IN, MA, NJ, NY, OH and PA and securities in CA, CT, FL, IN, MA, NJ, NY, OH, and PA. I cannot communicate with, nor respond to, requests from people who reside in states where I am not licensed to conduct insurance and/or securities business. Local firms are sales offices of Massachusetts Mutual Life Insurance Company (MassMutual), Apringfield, MA 01111-0001 and are not subsidiaries of MassMutual or its affiliated companies.

Education

Rutgers University (1980-1984), New York University Stern School of Business (1990-1993)

Hobbies

Swimming, Hiking, Yoga

Affiliations & Memberships

NYU Alumni Association