Broker Check

Products & Services

Individual Needs

  • Retirement Planning
  • Advisory Services
  • Individual Retirement Accounts
  • Personal Life Insurance
  • Disability Income Protection
  • Estate Planning
  • Long Term Care
  • Health Insurance
  • Medicare Planning
  • Mutual Funds
  • Annuities

Business Needs

  • Insurance Counseling
  • Health Insurance
  • Disability Insurance
  • Long Term Care
  • Executive Bonus Plans
  • Key Person Insurance
  • Business Buy/Sell Protection
  • Split Dollar & Deferred Compensation
  • Pension Plans (401K, SEP-IRA & Profit Sharing)
  • Disability Buy-Out
  • Business Overhead Expense
  • Business Continuation Planning

Education

  • Graduated, Central Connecticut State University, 1982, B.S. Degree in Marketing
  • Graduated, Life Underwriter Training Council, LUTCF designation 1990
  • Graduated, Charter Life Underwriter Program 2001
  • Graduated, Chartered Financial Consultant 2013