Professional

I'm committed to helping you get closer to your dreams. When you partner with me, you can expect a judgment-free, pressure-free environment with conversations that will be jargon-free. I strive to provide you the best experience possible.


Years of Experience

Representing Northwestern Mutual since 2008.

 

Education

Concentration in Financial Services and Investments

Johnson and Wales - Business Management (Bachelor of Science)


Awards and Recognition

  • Forbes Top Financial Security Professionals #15 Best-In-State 
    • I’m honored to be recognized by Forbes as one of the top financial security professionals in Connecticut. Thank you to my team and our amazing clients. (Ranking Published 7/10/24. Data as of 12/31/23. No compensation provided for ranking.)
  • FORUM Qualifying Member 2021-2024
    • Forum qualifies represent the top segment of Northwestern Mutual's industry-leading financial representative; only five percent of more than 6,000 financial representatives receive this recognition
  • Million Dollar Round Table Qualifying Member 2016-2024
    • MDRT is the premier association of financial professionals. MDRT status designation is granted for one year and members must apply every year to continue their affiliation with the MDRT
  •  National Association of Insurance and Financial Advisors Quality Award 2012-2014
    • Award recognizing commitment to excellence in service to clients and industry

Here are my areas of expertise

Financial Planning

Retirement Planning & Income Strategies

Business Risk Management

Life Insurance Strategies

Disability Planning

Investment Planning & Strategies

Long-Term Care Planning

Estate Planning