Practice Snapshot
How I Help:
Asset Protection
Who I Help:
- Small Businesses
- Executives
- Middle Management Professionals
About Me:
With the exception of a two-year tenure in pharmaceutical sales, I have dedicated my entire 30-year career to financial services. I established my practice on the risk management and asset protection needs of small businesses, executives and middle management professionals.
I am an active member of the Society of Financial Services Professionals and the Estate Planning Council of Hampden County, as well as the Rotary Club of Springfield. Outside of work, I unwind by spending time outdoors, running, golfing, hunting or hiking. My wife and I live in East Longmeadow, MA and have two sons.
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.
