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 enjoy an active lifestyle including walking, cross country skiing, biking, and contemplation. I provide 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
Membership Affiliations:
National Association of Insurance and Financial Advisors, Merrimack Valley Chamber of Commerce, Up With People Alumnae, St. Augustine Parish, Andover, MA
I am a registered representative of and offer securities, investment advisory and financial planning services through MML Investors Services, LLC, member SIPC (www.sipc.org). Supervisory address: 280 Congress Street, Suite 1300, Boston, MA 02210 617-439-4389. I am licensed to offer securities in the following states: CA, CO, FL, KY, MA, MD, ME, NC, NH, OR, PA, RI, VA, & VT and insurance in: CT, FL, KY, MA, ME, NC, & NH
https://www.commonwealthfinancialgroup.com/licenses
Contact me to discuss your financial future.
