Experience

International Planning Group

• United States
• Insurance
• 1 - 100 Employee

• Financial Advisor

  • Jun 2018 - Present



Baystate Financial

• United States
• Financial Services
• 300 - 400 Employee

• Financial Services Professional at Baystate Financial

  • Jan 2006 - Present

  I’m an established financial professional with more than 15 years of financial advisory experience. I have an unwavering commitment to my clients and to their sustainable success. At Baystate, I continue to provide a full spectrum of financial advisory services, including retirement planning, estate conservation, protection planning, and business succession, to an established clientele of professionals, entrepreneurs and multi-generational families. As a client-centric advisor, I always strive to exceed client needs with exceptional focus, in-depth advice and a commitment to holistic solutions that give my clients and their families a lasting voice. I’ve spent my entire professional career in the financial services business and, as a result, have a true understanding of where the industry has been and what the future holds as the industry continues to evolve. I regularly pursue continuing education and new solution training to stay on the cutting edge of the industry. Personal center of influence boasts a network of accomplished leaders and innovators across diverse corporate cultures. I am licensed to sell insurance in MA, ME, NH. I am licensed to sell securities in: MA, NH,AR. I am a registered representative of and offer securities and investment advisory services through MML Investors Services, LLC. Member SIPC (www.sipc.org). Supervisory address: 200 Clarendon Street, 19th & 25th floors, Boston, MA 02116 617-585-4500 Show less



Prudential Financial

• United States
• Financial Services
• 700 & Above Employee

• Financial Services Representative

  • May 2002 - Dec 2005

  Provide financial service. Provide financial service.