Helping businesses, professionals and families achieve optimal financial balance
As a coach, I work closely with professionals, families and business owners, helping them to develop and achieve financial independence. It is my personal goal to assist every client navigate the planning process so that they fully understand their options and are able to make the most valuable and meaningful decisions in their financial world.
I align with businesses, professionals and families by providing the most extensive scope of employee and executive benefits, wealth accumulation, and income and wealth protection. My practice is built on and supported by accomplished professionals at The Bulfinch Group, a firm that has a highly specialized infrastructure, thereby ensuring my clients are awarded customized service and solutions.
I grew up in Metro West, MA, graduated from Boston College, currently raising a family in Newton, and work predominately in the Boston area. I strive to positively impact the community that has supported me. Areas of Expertise include:
Individuals
• Life insurance including Life Settlements
• Disability Insurance (Income Protection)
• Investments
• Long Term Care
• Annuities
Businesses
• Executive (Deferred) Compensation
• Executive Buy Up Plans
• Group Benefits; Insured/Self-Funded Medical & Dental
• Supplemental Benefits
• Retirement Plans
Registered Representative & Financial Advisor of Park Avenue Securities, Financial Representative of Guardian. CA Insurance license #OI61075.