For more than 30 years my top priority has been Senior Retirement Planning. I like to call the category: “Seasoned Adults.” As more baby boomers approach and enter retirement, I have remained focused on helping these “Seasoned Adults” secure their future in this changing and evolving economic climate. With Taxes always on people’s minds and at the forefront of their financial security, I thought it was extremely important to understand the tax-codes and utilize it to your advantage no matter what stage of life you are in. I am dedicated to helping you create strategies that will provide tax free income.
I graduated from a New England college with a greater understanding and appreciation of the world. I pride myself on educating individuals, families and business’ with regard to financial and retirement planning so they can make impactful decisions that will affect and shape their family and life. I am compliant with all state licenses. My knowledge is thirty-three years of experience in this field as well as holding several key management positions with some of the nation’s largest financial services firms.. If you truly are seeking financial help and tax planning, I am here to guide you.
I look forward to meeting you!