Who We Serve
Meet our Team
Tax Conscious Investing
Experience You Can Trust
My experience as a Partner with Independence Financial Partners, a leading southern New England financial services firm, helps me bring you better stability.
Successfully completed the rigorous CFP® Certification Curriculum from the American College.
Earned the comprehensive Chartered Financial Consultant (ChFC®) designation, so I can offer you in-depth knowledge of key financial planning disciplines including investments, insurance, income taxation, retirement and estate planning strategies.
As a member of the Million Dollar Round Table ten years in a row, you are assured I maintain the highest standards of knowledge, ethics and service. Less than 1% of the world's financial professionals qualifies for and attains this distinction.
Nine-time ACE Award recipient, one of the highest national honors from my brokerage firm, which demonstrates my commitment to excellent client service.
"A plan is one thing, but planning is everything!"- Unknown