I help my clients to achieve financial security and success.
I ask my clients to identify their financial goals, to prioritize those goals, and to take action towards attaining them. I provide prompt, professional service, striving to be the best at what I do. I make a difference in people's lives.
Most of my clients are in Western Massachusetts, but I'm also licensed in Connecticut and Vermont. As my career has progressed, I find the most enjoyment, satisfaction, and reward when working with people with these qualities:
Mature, age 55 to 80, financially secure. Net Worth of $300,000 to $5,000,000, more than adequate income. Family oriented; wants to protect lifestyle, quality of life, and assets, then pass estate to heirs and/or charity with the lowest possible taxes, costs, and legal fees.
Business or Professional Candidate
Successful, entrepreneurial, $100,000+ income, $300,000+ net worth.
Intelligent, financially savvy, decisive. Cares about family and/or employees. Concerned that the business will be passed on as a profitable entity. Recognizes the value of insurance, investments, employee benefits, and proper planning.
I offer a variety of insurance and financial products to help achieve the financial goals of these candidates.
In addition to being an agent for New York Life Insurance Company, I am a registered representative of and offering securities through NYLIFE Securities LLC, member FINRA/SIPC, A Licensed Insurance Agency, to individuals residing in the states of CA, CT, FL, MA, NC, NJ, and VT.
Professional Credentials and Designations
Agent with New York Life since 1985
Registered Representative with NYLIFE Securities LLC.
Investment Adviser Representative for Eagle Strategies LLC, a Registered Investment Adviser
31 Consecutive years, Life Member of NYL Council Membership, currently an Executive Council Member
Agents Advisory Council Member in 1998
Qualifying and Life Member, Million Dollar Round Table*
Member,NAIFA-Western Mass; Past President, Pioneer Valley Association of Life Underwriters
Graduate of Springfield College and the University of Connecticut
*The Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals, is recognized globally as the standard of excellence for life insurance sales performance in the insurance and financial services industry.
Community Involvement I am active in the Greater Northampton Chamber of Commerce, having served on the Board of Directors and chaired several committees.