Achieving your financial goals takes careful deliberation and the understanding of a wide range of options.
I will work with you to understand your goals and needs, educate you on your choices, and help you identify a path that is appropriate for you. Over time, I will assess your situation to accommodate for life changes and help you make adjustments as needed.
By making investment decisions that align with your objectives, time horizon and tolerance for risk, and by preparing for the unexpected through suitable insurance solutions, I hope you will develop the confidence that, even with surprises along the way, you will be able to pursue the future you imagine.
I have also built a network of trusted alliances with banks, law firms and accounting firms. When called for, I work with these entities to supplement my knowledge and to offer you further enhanced service.
I am proud to represent Charter Oak Insurance & Financial Services, Co. (Charter Oak). In business since 1886, the firm counts itself among the largest general agencies of Massachusetts Mutual Life Insurance Company (MassMutual).
Charter Oak continues to grow in ways that help me better serve my clients and community. Its team of over 200 professionals serves nearly 80,000 individuals, families and businesses with insurance, financial services and fee-based financial planning (1).
The agency has nearly $13.3 billion in life insurance in force (2), and its client policy and account values exceed $4.7 billion (3).
(1) An insured, owner, or payer of a MassMutual policy or contract.
(2) Amount of individual life insurance in force at the end of the period related to products issued by Massachusetts Mutual Life Insurance Company and its subsidiaries, C.M. Life Insurance Company and MML Bay State Life Insurance Company.
(3) Includes values of MassMutual and subsidiary insurance companies’ insurance and retirement products and investment products offered through MML Investors Services, LLC, a MassMutual subsidiary.
All information as of 3/01/14.
Charter Oak's extensive network of specialists, as well as its alliances with banks, law firms and accounting firms throughout the Northeast are benefits I am happy to extend to my clients. Through my relationship with Charter Oak, I am able to enhance the individualized attention you receive from me with the depth and resources of a larger firm.
It’s just one more way we’re stronger together.