Practice Snapshot
How I Help:
Life Insurance
Who I Help:
- Families
About Me:
I focus my practice on overall insurance needs for families which includes: life insurance, long and short-term disability and property + casualty insurance, while also focusing on wealth accumulation and retirement planning.
Prior to joining Charter Oak, I was a financial advisor with MetLife for over 30 years. Outside of the office, I enjoy spending my time fishing and following my grandchildren through their various extra curricular activities.
After residing in Clifton Park, NY for 30 years, my wife and I moved to a house on a beautiful lake in Saratoga Springs, NY.
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.
