Refer a Friend

Do you know someone who might share your concerns about financial security?
 

Professional

I have spent the last 14 years of my career working in the financial services industry here on Cape Cod.  My affiliation with The Northwestern Mutual Financial Network 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 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 National Association of Insurance and Financial Advisors

Member of The Million Dollar Round Table 2010-2005

 

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   2006-2011
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 Quality Award   2002-2003, 2005-2010
Award recognizing persistency and performance
National Sales Achievement Award   2007, 2009
Award recognizing performance