Practice Snapshot
How I Help:
Life Insurance
Who I Help:
- Business Owners
- Families
About Me:
I focus my practice on risk management and retirement planning for business owners and families. Prior to joining Charter Oak, I was a member of the United States Marine Corps and a real estate broker.
Outside of the office, I am involved with the Beavers Club of Western Mass and the Marine Corps League. I am an avid dog lover that enjoys spending time fishing, painting and watching my favorite teams, the New England Patriots and the Boston Red Sox. I live in Plymouth County with my wife, stepson and daughter.
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.
