Biography

I offer total financial needs analysis through a network of experienced professionals with expertise in:

• Advisory services
• Retirement analysis and programs
• Estate strategies
• Employee benefit and retention services
• Business continuation strategies
• Trust services*

*Trust services offered through the MassMutual Trust Co., FSB

Focus Areas

• Insurance Strategies
• Investment Strategies (Reg. Reps Only)
• Estate Planning
• Risk Management Strategies
• Business Succession Planning
• Group Benefits
• Charitable Giving
• Retirement Income Planning
• Business Owners

Languages

• English

Fortuna - A digital investment platform & a dedicated financial advisor