Preparing for that next step in life isn’t always easy. My combination of experience, professionalism and access to a wide variety of products and services can help you meet your financial goals, estate strategies and insurance needs. Whether your goals include preparing for milestone life events like retirement or college, or whether you’re simply looking for life, disability income or long-term care insurance protection, I promise you a new level of attention, insight and capability.

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

• Retirement Income and College Savings analysis and programs
• Estate strategies
• Employee benefit and retention services
• Business continuation strategies
• Trust services

I am licensed to sell insurance in: MA, NH, RI, and CA, and securities in: MA, NH, RI and CA. I am a registered representative of and offer securities through The O.N. Equity Sales Company, Member FINRA/SIPC, One Financial Way, Cincinnati, OH 45242, (513) 794-6794
Investment Advisory Services offered through O.N. Investment Management Company