With three decades of experience, I serve as a Registered Representative with The Bulfinch Group specializing in working with business owners, families, and executives to help them gain control of their financial futures. I use my past business experiences and insight to help clients deal with the variety of financial challenges they face in today's world.
My primary focus is addressing the needs of business owners as it relates to Executive Benefit Plans, Income Protection, Long Term Care, Retirement Plans and their Employee Benefit Plans. Additionally, I focus on helping individuals to understand the complexities of elder care issues and how to protect their assets and income.
I help:
- Grow the amount of money you will have over your lifetime;
- Build tax strategies;
- Reduce your financial risk; and
- Generate guaranteed income in retirement.
I am a certified Long Term Care Specialist and a member of NAIFA (National Association of Insurance and Financial Advisors). I have also been a guest speaker at various industry forums. A graduate of the Isenberg School of Management at the University of Massachusetts Amherst, I also served in the military, serving 2 tours of duty in Asia and South East Asia.
I currently reside on Boston's South Shore and in Florida with my wife Jackie and have four adult sons and 2 grandchildren.
Registered Representative of Park Avenue Securities, Special Agent of Guardian. CA Insurance license #OC39603.