For nearly 35 years, I have been building trustworthy relationships that help my clients grow and succeed. It brings me great joy working with my clients from the very beginning and watching them grow over the years. Having worked with over 700 clients nationwide, I have been able to help physicians, professionals and small business owners reach their financial goals.
Specializing in the medical community, I have a strong understanding of the lifestyle and financial needs that medical professionals often have. As many of my physician clients have moved on from their residencies, they often relocate to various parts of the country to establish their careers. Regardless of the number of miles between us, I have been able to maintain a business relationship with my clients; sustaining their financial protection and furthering their financial goals.
From individuals and families to small businesses, I am able to help you with:
* Retirement Planning
* Life Insurance
* Long Term Care Insurance
* Disability Income Protection
* Mutual Fund Investments
* College Education Planning
* Estate Planning
I have been a Life Underwriter Training Council Fellow (LUTCF®) for nearly 30 years, marking my long-term commitment to professionalism and providing you with financial confidence. As an annual qualifier for the Million Dollar Round Table (MDRT) organization, the premier, worldwide association of financial service professionals, I am an active participant in their annual meeting. Being an active MDRT member keeps me up to date on any industry changes that may affect my clients. I am also a consistent qualifier for the National Quality Award, honoring sales quality; and a past qualifier for the National Sales Achievement Award.
My wife Linda and I raised our three children in Belmont, MA, where I have been a town elected official for nearly 15 years. When our children were growing up, I dedicated much of my free time to coaching youth baseball, basketball, hockey, soccer and softball; I co-founded and serve on the board for the Belmont Girls Softball Association. I also spent much of my time as a leader for various groups of a local church.
Registered Representative of Park Avenue Securities, Financial Representative of Guardian. CA Insurance license #OC71517.