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.
After graduating from Roger Williams University with a Major in Finance and a Minor in Psychology, I knew I wanted to pursue my career in the financial services industry. Evident enough was the idea that I wanted to help people achieve their personal goals. It began the day after graduation with Morgan Stanley and continues now with Charter Oak Financial Services, an agency of MassMutual.