Qualifications and Personal Information
ChFC®, CASL®

• 18 Years in the Financial Services Industry
• Obtained Chartered Financial Consultant (ChFC) designation from American College
• Obtained Chartered Advisor for Senior Living (CASL) designation from American College
• 18 year resident of East Brunswick
• Family: Wife Diana and Son Andrew
• Hobbies: Enjoying time with family
• Education: Bachelor of Science in Business, Fordham University

Our Solutions for Life

MassMutual Tri State is dedicated to providing you with complete financial solutions, specifically focused on building long-term relationships with individuals, employees, and business owners to achieve financial security.

With roots in New Jersey and Pennsylvania, we have evolved for over 100 years into a leading financial services company.

We have over 150 dedicated Financial Representatives and Advisors conveniently located throughout the tri-state area. Our team approach provides you with an integrated and customized solution to successfully fulfill all your financial goals and objectives.

You benefit from the commitment, expertise and personal focus of our team, combined with the financial strength, stability and industry leading solutions provided by MassMutual for over 165 years.

We Offer a Wide Range of Financial Solutions, such as:

RETIREMENT PLANNING

Retirement Planning

Income Continuation

Estate Conservation Strategies

Analysis and Selection of Asset Allocation

Individual Retirement Accounts (IRAs)

College Funding Strategies

Fee-Based Financial Planning

PROTECTION AND INSURANCE

Life Insurance

Fixed and Variable Annuities

Disability Income Insurance Protection

Long-Term Care Insurance

INVESTMENTS

Mutual Funds/ETFs

Managed Accounts

Stocks & Bonds

BUSINESS PLANNING SOLUTIONS

Ownership Succession Strategies

Overhead Protection

Key-Person Insurance

Buy-Sell Agreement Funding

Disability Income Insurance

EMPLOYEE BENEFITS

Group Life Insurance

Dental Coverage

Disability Income Insurance

Qualified Retirement, Pension & Profit Sharing Plans 401(k), 403(b), 457(b) and Section 125 Plans

SEP & SIMPLE IRAs

Long-Term Care insurance

IRAs (Payroll Deduction)

Executive Benefits, Key Person Insurance

Group Health Insurance

Education

Fordham University (1994-1998)