330 Whitney Ave. Suite 610
Holyoke, MA 01040
Professional Story
I offer total financial needs analysis through a network of experienced professionals with expertise in:
- Advisory services
- Retirement analysis and programs
- Estate strategies
- Employee benefit and retention services
- Business continuation strategies
- Trust services*
*Trust services offered through the MassMutual Private Wealth & Trust, FSB
Education
Bridgewater State University, Springfield College
Hobbies
Golf, Running, Coaching Youth Sports
Affiliations & Memberships
The Field Club of Longmeadow, Springfield Country Club
Community Involvement
Junior Achievement
Languages: English
Specialties:Insurance Strategies, Investment Strategies, Retirement Income Planning, Business Owners, College Funding Strategies, Group Benefits, Business Succession Planning, Risk Management Strategies, Estate Planning, Financial Education, Retirement Strategies
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