Perhaps knowing if you are on track for your ideal retirement is important to you. It might be protecting your family should the unexpected happen or simply wanting a better understanding of your finances. Perhaps you need help with just one issue such as rolling-over a retirement plan, acquiring adequate life insurance or saving for retirement. For "Baby Boomer's" it might be ensuring they have enough income in their retirement years. Beyond those that you may have met, know that our organization runs deep. We're backed by the brightest minds and top financial resources in the business, all coming together to help meet your most challenging requirements and to provide you with the level of support needed to navigate your financial future. We also find that the best results often come from working together with you, and your trusted advisors, whether that be your attorney, accountant or banker, or all of the above. Together, we can pool our collective industry expertise to help you construct the most comprehensive plan that is unique to you and your circumstances. "Our mission is to guide you with authenticity, competence and respect."~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~*Required disclaimer. Investment Advisory services offered through O.N. Investment Management Company. Registered Representative of, and securities offered through, The O.N. Equity Sales Company, Member FINRA/SIPC, One Financial Way, Cincinnati, OH 45242, 513.794.6794.Guarantees are based upon the claims-paying ability of the issuing insurance company. As with any investment, investing in variable portfolios involves risk, including possible loss of principal. Past performance is no guarantee of future results. Product, product features and rider availability vary by state. Issuers not licensed to conduct business and products not distributed in NH, ME and MA.

Worked in the capacity as a financial advisor as well as insurance agent.

Started, managed and operated a Seattle-style espresso bar on State street in Boston, MA.