Practice Snapshot
How I Help:
Annuity + Investment Products
Who I Help:
Individuals Business Owners Corporate Managers
About Me:
I am a financial planner with MassMutual’s Latham, New York office. I focus my practice on financial planning services, life insurance, disability income insurance, health insurance, retirement and benefits programs, as well annuity and investment products for individuals, business owners and corporate managers. For both individuals and business owners and their employees, I help maximize my clients’ resources so that they can address their goals and work to sustain their desired financial position for a lifetime.
Prior to joining MassMutual, I was a Financial Services Representative of MetLife. I bring 40 years of experience in insurance, public accounting and banking. I have worked in the insurance industry for over 30 years.
Outside of the office I combine my interest in music, writing and gardening by staying actively involved in the Greater Capital Region.
I live in Clifton Park with my German Shorthaired Pointer, Doppler.
A tailored approach
No two people are alike. Our process emphasizes what’s most important to you, and delivers solutions customized to your specific needs and goals.
Unique perspectives
By looking at things a little differently, we’re able to offer (and gain) the insights we feel are necessary to build understanding and trust.
Authentic relationships
Cultivating authentic relationships makes our work possible, not to mention worthwhile. We care, and it shows.
