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Memberships

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 and the Worcester Chamber of Commerce.

We Have the Tools and Background to Provide the Services That May Fit Your Needs

Retirement

Years of experience have prepared us to guide you through your life transitions.

Cash Flow Management

We create strategies that are tailored to your needs and goals.

A Holistic Approach

We help you protect your lifetime ability to generate income, maintain employment, grow earnings and build your net worth. 

Find Your Perfect Fit

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