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Belonging to the Best to Bring You the Best

I hold two recognized professional memberships. The CERTIFIED FINANCIAL PLANNER™ (CFP®) designation covers fee-based financial planning, including investment planning, insurance planning, estate planning, tax planning, retirement planning, education planning and ethics and the financial planning process. The Chartered Financial Consultant® (ChFC®) credential designation has the same core curriculum as the CFP® designation plus additional elective courses that focus on various areas of personal financial planning.

My commitment to the community I serve is strong as well. I am proud to be an active member of both the Wachusett Area Chamber of Commerce the Worcester Chamber of Commerce and the Worcester Executives Association

Worcester Executives Association

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