As a financial services representative, my mission is to assist individuals, families, and business owners in defining their financial goals and achieving financial freedom. I am trained and licensed to provide the below financial solutions to prospects and clients. 

Brief List of Advisory Services:

✓ Examining Present Situation 
✓ Employer Benefits Analysis - NQSO, ISO, RSUs, Deferred Compensation, Pensions, 401k, etc.
✓ Retirement Planning - Wealth Accumulation and Efficient Spend Down Strategies
✓ College Education Planning
✓ Advanced Tax Strategies and Business Owner Services
✓ Estate Legacy Planning
✓ Insurance Needs Analysis
✓ Repositioning Old Accounts, Rollovers, Rebalancing

My goal is to become a lifelong resource to my clients, and am dedicated to assisting them through the various stages of their financial lives. At Baystate Financial, I am able to utilize the team approach and draw upon the wealth of knowledge of my associates to create custom designed financial strategies for clients.