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).