Practice Snapshot
How I Help:
Asset Protection
Who I Help:
- Business Owners
About Me:
As both a representative of Charter Oak and the owner of Unity Financial + Insurance Group, I focus my practice on asset protection and retirement planning for business owners, in addition to guiding them on employee benefits for their teams.
A firm believer in giving back to the community both in and outside of work, I dedicate significant time to numerous causes. I run two nonprofits that honor fallen soldiers; head a mentorship program for at-risk youth; coach youth basketball and football; and serve on the planning board of the Chicopee Boys and Girls Club.
Additionally, I am a member of the West Springfield Rotary Club and the West of the River Chamber, and serve on the NAIFA Scholarship Committee.
I live in Feeding Hills, MA with my wife and two children.
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.
