Practice Snapshot
How I Help:
Income Protection
Who I Help:
- Medical Professionals
- Doctors
- Physician Assistants (PA)
- Registered Nurses (RN)
- Registered Nurse Practitioners (RNP)
About Me:
I focus my practice on the retirement planning and insurance needs of medical professionals such as: doctors, physician assistants (PA), registered nurses (RN) and registered nurse practitioners (RNP).
Prior to joining Charter Oak, I worked in landscaping and real estate. I graduated from Elms College with a degree in business management. I also earned a degree in computer science and technology from Springfield Technical Community College (STCC).
Outside of the office, I am a fan of Notre Dame football, traveling and spending time with friends, family and my three dogs: Mikey, Riley and Hickory. I reside in Wilbraham, MA.
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.
