Professional
I'm committed to helping you get closer to your dreams. When you partner with me, you can expect a judgment-free, pressure-free environment with conversations that will be jargon-free. I strive to provide you the best experience possible.
Years of Experience
Representing Northwestern Mutual since 1992.
Education
Fairfield University '89 (Bachelor of Arts)
Awards and Recognition
- Million Dollar Round Table Qualifying Member 1997-2024
- MDRT is the premier association of financial professionals. MDRT status designation is granted for one year and members must apply every year to continue their affiliation with the MDRT
- Million Dollar Round Table Qualifying/Life Member 2005-2024
- MDRT is the premier association of financial professionals. MDRT status designation is granted for one year and members must apply every year to continue their affiliation with the MDRT
- National Association of Insurance and Financial Advisors Quality Award 2011-2024
- Award recognizing commitment to excellence in service to clients and industry
- National Quality Award 2000-2024
- Award recognizing persistency and performance
Lending a hand in my community.
Here are some of the organizations I partner with:
Board Member of Fairfield University Multi-Cultural Scholarship Dinner
Raise money for minority scholarships.
My Team Triumph
Enhance road racing experience for disabled adults and children.
St. Baldrick's Foundation
Raising money for children pediatric cancer research.
Here are my areas of expertise
Financial Planning
Insurance Protection Strategies
Life Insurance Strategies
Retirement Planning & Income Strategies
Education Planning & Funding
Disability Planning
Business Planning
Tax-Efficient Strategies
How Northwestern Mutual helps you live the life you want.
When people feel better about their money, good things happen—they become more confident and feel more secure. For more than 160 years, Northwestern Mutual has helped people achieve the financial flexibility they need to live more and worry less.
Being a mutual company means Northwestern Mutual reports to its clients, not Wall Street. They don't believe in chasing fads or taking undue risk for short-term gains. Instead, they take a long-term approach—both in the way we help people plan to reach their goals, and in the way they do business. This has served their clients (and mine) well through all kinds of economic ups and downs, including wars, recessions, even the recent pandemic.
It's why I'm happy to be part of a company that's in it for the long-haul and prioritizes clients over profit.
