My life mission is to positively affect the lives of the people I am in contact with by asking, "How can I help you improve your quality of life?" That is a question I ask every day. All through my life, I watched my parents help others in various ways. Specifically, my father, as a physician, helped others with healthcare issues and my mother as a social worker through community charities. I noticed very well-educated contemporaries of my father lacked knowledge in insurance and finance. Early on, searching for how I can make an impact and help others, I pursued an education in finance/accounting.I then took that knowledge, and through product development, applied it to solving a real issue of protecting one's hard-earned money that accumulated over a lifetime. It was a product that would protect clients' assets and the fear of impoverishing themselves. That experience has led me on a search to expand my ability to help others.I help individuals, families, companies, and entrepreneurs prioritize, maximize, and plan to achieve their goals. I work with them to safeguard, preserve, and control financial wealth, align how they manage money with core values, and transfer wealth to the next generation.My greatest professional satisfaction comes from knowing that what I do makes a difference and that I have been instrumental in improving our client's life and experience. I believe managing wealth extends beyond building investment portfolios. It means collaborating with you to achieve a less stressful way to enjoy life with a simplified process and plan that is actionable and proven.I am life insurance licensed in: CT, MA, NY, IN, TX, NE, RI. I am licensed to sell securities in: CT, MA, NE, NY, RI. I am a registered representative of and offer securities and investment advisory services through MML Investors Services, LLC. member SIPC (www.sipc.org). 1 Marina Park Drive | 16th FloorBoston, MA 02210, 617-585-4500CRN202708-6991719
Listed skills include Disability Insurance, Insurance, Retirement, Iras, and 4 others.
