Preparing for that next step in life isn’t always easy. My combination of experience, professionalism and access to a wide variety of products and services can help you meet your financial goals, estate strategies and insurance needs. Whether your goals include preparing for milestone life events like retirement or college, or whether you’re simply looking for life, disability income or long-term care insurance protection, I promise you a new level of attention, insight and capability.
I have been with the MassMutual Northwest Ohio (Northwest Ohio Group), a general agency of Massachusetts Mutual Life Insurance Company, since 1993 and hold the designations of CLU, ChFC and Certified Family Business Specialist (CFBS). I am also a registered representative of and offer securities and investment advisory services and financial planning through MML Investors Services, LLC, member SIPC (www.sipc.org). Supervisory address: 1760 Manley Rd, Maumee, OH 43537, 419-893-9759. At MassMutual, I have held the position of Annuity Specialist since 1998. I earned my Bachelors Degree from Denison University and a Masters Degree from the State University of New York at Albany.
My previous professional experience includes personal involvement with closely held family businesses in Northwest Ohio. These first-hand experiences with family business transition have been a valuable resource for clients, and have helped them solve problems effectively, plan for the future, bridge differences and deal with change.