Practice Snapshot
How I Help:
Income Protection
Who I Help:
- Individuals
- Families
- Small Businesses
About Me:
I focus my practice on the retirement planning, income + protection strategies, wealth accumulation, life insurance and student loan refinancing needs of individuals, families and small businesses.
A graduate of Western New England University, I earned a degree in finance and was a member of the golf team. Following my graduation from WNE, I interned at Berkshire Bank as a commercial credit analyst. Prior to joining Charter Oak, I worked as a registered securities principal for MassMutual for two years.
Outside of the office, I am an avid sports fan and love watching Boston-based sports teams, golfing, hiking, real estate and fantasy football.
I reside in Springfield, 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.
