P: 508.444.0581 +text
- Retirement Planning
- Investment Management
- Medicare supplemental insurance planning
Why do you do what you do?
I enjoy helping people realize what their goals are and why it would benefit them to work with someone such as myself to bring a comprehensive financial plan for what they are looking to achieve.
For what in life do you feel most grateful?
The clients and people i have met throughout the years. Without them my practice wouldn’t be possible and successful.
What are you passionate about?
When not helping people with complex financial issues I have a passion for flying both airplanes and helicopters. It’s peaceful and a great way to get a new perspective on life.