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The Millennial’s Guide to Retirement Planning
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As a Financial Advisor, I am committed to helping you get closer to your dreams. My mission is to help as many families and individuals as possible in achieving the highest level of financial security through collaboration, honesty, and wisdom.
In March of 2024, I was recognized as a recipient of the Berkshire County 40 Under 40 Awards. I am honored to be part of such talented community and hope to continue my impact in the area and supporting future generations in their financial journey.
In addition, this award provided me the opportunity to provide a $1000 grant to a Berkshire County based non-profit. Without hesitation, I selected Lanesborough New Ashford Dollars for Scholars where I spent many holiday seasons volunteering – experiences I will never forget!
Best life insurance company for consumer experience, 2023. (NerdWallet)1
We're one of the Top U.S. Independent Investment Broker-Dealers.2
In dividends expected to be paid in 2025.3
AAA, Aaa, and AA+ - we've earned the highest financial strength ratings awarded to life insurers from all four major rating agencies.4