I am a partner of Next Generation Wealth, LLC. Next Generation Wealth exists to help the families of business owners and professionals clearly define what it is they are trying to accomplish from a business and personal financial strategies perspective. Since 2013, I have consistently qualified as a member of The Million Dollar Roundtable*, The Premier Association of Financial Professionals. I have been in the insurance and financial services industry since 2007 and maintain a strong affiliation with New York Life Insurance Company.I offer a variety of products that can help you meet a number of insurance and financial needs, including, but not limited to college funding, retirement, managing costs for extended periods of care and lifetime income strategies. Please contact me to help you fully analyze your needs and recommend appropriate solutions.I am an Agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies. Additionally, I am a Registered Representative of and offer securities products & services through NYLIFE Securities LLC, (Member FINRA/SIPC), A Licensed Insurance Agency and a New York Life Company. Any testimonial on this site is based on an individual’s experience and may not be representative of the experience of other customers. These testimonials are no guarantee of future performance or success.Address: 201 Jones Rd, 5th Floor, Waltham, MA 02451Business Phone: (781) 398-9838Neither Next Generation Wealth LLC, nor New York Life Insurance Company, or its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions.Next Generation Wealth LLC is not owned or operated by New York Life Insurance Company or its affiliates. I am not licensed in all jurisdictions.CA ins lic #0M09845.