Professional
I have spent the last 20 years of my career working in the financial services industry here on Cape Cod. My affiliation with Northwestern Mutual has allowed me to align my desires to build meaningful client relationships, one individual at a time, with a company that supports and promotes the same core beliefs I hold. Prior to my career in financial services, I served as the Manager for Eastern Mountain Sports ("EMS") in Hyannis, MA. It was while at EMS that I developed my love of the outdoors.
I am a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional and have attained the Chartered Life Underwriter (CLU®), Chartered Financial Consultant (ChFC®) and Charterd Advisor to Senior Living (CASL®) designations from The American College.
Associations and Memberships
Member of The Million Dollar Round Table
Member of Naitional Association of Insurance and Financial Advisors
Years of Experience
Representing Northwestern Mutual since 1999.
Education
| Degree | Major | Institution |
|---|---|---|
| Bachelor of Science | Social Sciences | Rhode Island College |
Awards and Recognition
Million Dollar Round Table Qualifying Member 2006-2012
MDRT is the premier association of financial professionals. MDRT status designation is granted for one year and members must apply every year to continue their affiliation with the MDRT
National Association of Insurance and Financial Advisors Quality Award 2011-2015
Award recognizing commitment to excellence in service to clients and industry
National Quality Award 2002-2003, 2005-2010
Award recognizing persistency and performance
National Sales Achievement Award 2007, 2009
Award recognizing performance