Helping Families Pursue Financial Freedom  

ABOUT US | Biography

Education
  • Worcester Polytechnic Institute, B.S. in Mechanical Engineering, 1982
  • The American College, Chartered Life Underwriter, 1991
  • The American College, Chartered Financial Consultant, 1992
  • CFP Board of Standards, Certified Financial Planner™, 1999
Professional Memberships
  • Society of Financial Service Professionals, since 1991
  • Financial Planning Association, since 1999

CFP®, CERTIFIED FINANCIAL PLANNER™, andare certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board's initial and ongoing certification requirements.
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No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services.

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