Preparing for the next step in life is not always easy. My background and experience provide you with the resources you need to make financial decisions. Our team can help design your financial future. I pride myself on getting to know each client so that I can understand their individual needs and what matters most. This helps me recommend products and strategies designed to meet current and future needs.

I am a parent of six impressive children and eight spectacular grandchildren. I have been married for more than 35 years. Raised in Connecticut I was able to relocate to San Antonio in 2008 and continue to live here today. After 18 years traveling for MassMutual, I have transitioned my practice to become a local Financial Advisor.

I have a bachelor’s degree from Saint Anselm College in New Hampshire and a master’s degree from Albertus Magnus College in New Haven, Connecticut. I worked for MassMutual home office for 18 years before transitioning to be a Financial Advisor in San Antonio.

I specialize in Annuities and Retirement Income planning, and work with a resolute team of advisors to help our clients reach their goals. I have my ChFC, CLU, CMFC, RICP and CFP designations.

Education

Saint Anselm College, Albertus Magnus College

Hobbies

Hiking, Walking, Basketball, Reading, Spurs Basketball

Affiliations & Memberships

Member of the Financial Industry Regulatory Authority, Inc. (FINRA)