Hello
I've been in the life insurance business for over 40 years, helping people protect their assets and plan for the future. I give personalized advice that's tailored to your specific needs and goals.
Plus, I've got some pretty impressive credentials, like a Masters in Law (LLM) in Taxation from Boston University School of Law, a (J.D.), cum laude, from New England Law, and two certifications from The American College of Financial Services: Certified Life Underwriter (CLU) and Chartered (ChFC). With all that knowledge, I can offer you comprehensive solutions for estate and business planning, tax optimization, and risk management.
My goal is to make life insurance easy for you and guide you through the process with clarity and confidence.
My Story
When you need life insurance, you want an expert who can explain your options and help you choose the right policy.
Over the last 40+ years, I've seen all the changes in life policies, trends, strategies, and tax rules.
I work with people at all stages of life, from young adults just starting out to older people looking to protect their estates and businesses.
I partner with attorneys and accountants when you need a financial planning team (with a law degree and a Master's in Tax Law, I speak fluent lawyer). I help your advisors by providing the insurance knowledge they need to provide the cash required for taxes, family needs, or business buyouts.
I've also appeared as an expert witness in court.