My Approach

Today, it’s natural to have questions about your retirement, even if you’ve saved and planned for it. With our exclusive Confident Retirement® approach, we’ll help you find answers and take the first step toward creating a road map to the future you want. We’ll talk through the four basic principles of retirement:

  1. (1) Covering essential expenses
  2. (2) Ensuring your lifestyle
  3. (3) Preparing for the unexpected
  4. (4) Leaving a legacy

And I’ll help you make adjustments as needed so you can retire on your terms.

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Interests

  • Volunteering time for youth organizations
  • Enjoying long hikes with my yellow lab
  • Boating
  • Skiing

Community Participation

Board Memberships: 1)Rick's Place Inc. (Providing Support to Grieving Children and Their Families.) 2)Town of Wilbraham Personnel Board

Areas of Focus

  • Charitable Giving
  • Estate Planning Strategies
  • Saving for Education
  • Employee Stock Options
  • Retirement Planning Strategies

Experience

Qualifications

  • Senior Financial Advisor
  • Bachelor of Science Degree
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My Videos

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