Biography
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.
• Member, National Association of Life Underwriters (PBALU)
• Qualifying Member, Million Dollar Round Table (MDRT)
• Life Member, Million Dollar Round Table (MDRT)
• Court of the Table, Million Dollar Round Table (MDRT)
• President, Pine Innovative Planning (established 1986)
• Member, National Association of Insurance & Financial Advisors (NFIFA)
• BS Boston University\
• CLTC (Certified Long Term Care Specialist)
• Certified High School Basketball Official Board 168
CRN201312-155423