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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

Alpine skiing, SCUBA diving & auto racing.

Community Participation

Participated in the Westport River Watershed Alliance River (WRWA) River Day on 6/10/2012. This is an annual event that involves kayaking 3.5 miles of the Westport River, located in Westport, Massachusetts, to raise funds and awareness for the protection of this great natural resource.

  • Westport River Watershed Alliance (WRWA)

Areas of Focus

  • Retirement Income Strategies
  • Tax Planning Strategies
  • Saving for Education
  • Insurance
  • Investments
  • Cash Flow Management Strategies
  • Estate Planning Strategies

Experience

Qualifications

  • CFP®  CERTIFIED FINANCIAL PLANNER™ practitioner
  • CLU®  Chartered Life Underwriter
  • ChFC®  Chartered Financial Consultant
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Education

  • Bachelor of Arts, Humanities/Social Sciences, UMASS Dartmouth, Dartmouth, MA

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