|About||Financial Services Representative | Registered Representative|
My financial services practice is based on a commitment to careful listening, thoughtful analysis, sound strategies, effective implementation, ongoing monitoring and quality service. My overall goal is to give you the confidence that you have a strong strategy in place for you and those you love. Areas of focus include retirement strategies, insurance protection, investment management, education funding, and estate conservation strategies.
I also work with business owners and executives and their employees, providing benefits consulting and programs, succession planning, risk management services, financial literacy programs and other solutions.
Underscoring everything I do is a deep commitment to providing quality service and support throughout our relationship.
I am licensed to sell insurance in RI and CT.
I am licensed to sell securities in RI.
I am a registered representative of and offer securities through MML Investors Services, LLC, member SIPC (www.SIPC.org). 6 Corporate Drive Shelton, CT 06484. 203-513-6000.