Expertise You Can Trust
My achievements and experience demonstrate my capability :
- Financial Planner with Independence Financial Partners, member of John Hancock Financial Network, a leading southern New England wealth management firm with over $1 billion in assets under management.
- Successfully completed the CFP® Certification curriculum from the American College.
- Earned the professional designation of Chartered Financial Consultant ( ChFC®).
- Qualified for the Million Dollar Round Table eight years in a row, representing the top 1% of the world’s most successful financial services professionals.
- Six-time ACE award recipient, one of John Hancock Financial Network's highest honors.
- Graduate of Bryant College.
"If you limit yourself to what seems possible or reasonable,
you disconnect yourself from what you truly want,
and all that is left is a compromise."
(Robert Fritz, The Path of Least Resistance).
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