Mobile: 410.241.6895
CFP, ChFC, CLU, CASL, FLMI, LLIF
I’ve been working to help people retire and manage life’s risks for more than 30 years. More than once called the “geekiest sales guy I know”, I pride myself on knowledge.
I’ve worked on both the corporate side (as an executive officer) and retail side (as a sales and agency manager) of financial services, making me a unique kind of financial advisor.
Financial process and products can be complicated and intimidating – many times keeping people from engaging in it. My approach includes: 1. Relax, get comfortable and understand that we’ll work at your pace 2. It’s important you understand what you’re doing and why. I’ll take the time to help you with this. 3. You should be able to meet with your financial advisor as often as you feel comfortable. I commit to meeting with you at least once, preferably twice a year to review your plan and any changes in your life.
My professional and academic credentials include:
- Certified Financial Planner (CFP)
- Chartered Financial Consultant (ChFC)
- Chartered Life Underwriter (CLU)
- Chartered Advisor for Senior Living (CASL)
- Fellow, Life Management Institute (FLMI)
- LIMRA Leadership Institute Fellow (LLIF)
- MBA, BETA GAMMA SIGMA, University of Massachusetts, Lowell
BA, Merrimack College
Some of my work experience includes:
- Vice President, Fidelity and Guaranty Life
- Vice President, Sun Life of Canada
- Vice President, John Hancock
- Sales Manager, John Hancock
- Agency Manager, Guardian