About My Practice
I am an advocate on behalf of families seeking to maximize value and minimize risk for their assets. For the past 20 years, I have successfully helped many families navigate life's financial challenges.
In practice, I seek to obtain significant financial and other information about your attitudes, goals, and objectives. I then complete a comprehensive analysis of your information in order to assess the gaps between your goals and your financial assets and then develop alternatives for your consideration; to educate you about the implications of selecting a particular alternative; to implement the alternatives selected by you; and to periodically update your plan.
My goal is to become your Chief Financial Advisor who coordinate the efforts of your other advisers in your best interests with the result being a successful realization of your dreams.
Experience
Over 20 years of direct experience providing comprehensive financial planning.
Registrations, Licenses, Certifications & Affiliations
Securities Registrations or Exam Qualifications
Series 7, 6, 24, 63
Insurance Licenses
Life insurance: MA, CA, MI, NM, RI, Health/disability insurance: MA, Fixed annuities: MA, CA, MI, NM, NJ, Variable annuities: MA, AL, FL, ME, MI, NJ, NM, RI, TX, VA
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Certified Public Accountant (CPA)
Broker-Dealer Affiliation
NFP Securities, Inc.
Considerations: Over 20 years providing comprehensive, integrated planning services.
I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.
