Focus: Insurance Strategies, Business Owners, Retirement Income Planning, Business Succession Planning, Group Benefits, College Funding Strategies, Risk Management Strategies, Estate Planning, Financial Education
Over 28 years of experience in helping people secure their dreams and desires. 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 their current needs, and more importantly, their future needs.
Along with a team of professionals, I offer guidance to my clients to help them reach their financial goals.
Herbert H. Lehman College, CUNY
330 Whitney Avenue Suite 600
Holyoke, MA 01040