Experience

Charter Oak Financial

• United States
• Financial Services
• 100 - 200 Employee

• Financial Represenative

  • Apr 2015 - Present

  I provide a broad portfolio of individual insurance protection, asset accumulation strategies, and financial products and services for high net worth families, businesses, and institutions. 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.



Harbor Financial, LLC

• President



Northwestern Mutual

• United States
• Financial Services
• 700 & Above Employee

• Financial Represenative

  • Feb 2013 - Apr 2015

  As a Northwestern Mutual Financial Representative I am committed to providing each of my clients with strong financial solutions that are tailored to their particular needs and goals. By matching your needs with solutions utilizing world-class insurance services , I will do my best to help you protect and provide for those people you care about most. As a Northwestern Mutual Financial Representative I am committed to providing each of my clients with strong financial solutions that are tailored to their particular needs and goals. By matching your needs with solutions utilizing world-class insurance services , I will do my best to help you protect and provide for those people you care about most.



Amtech

• Sales

  • 1996 - 1999